6月2日,蜜雪集团(02097.HK)股价表现强劲,盘中一度上涨7.45%,创下上市以来新高。截至收盘,蜜雪集团报584.50港元,总市值超过2200亿港元。
蜜雪集团股价大涨主要受以下因素推动:首先,多家券商发布正面研报。高盛将蜜雪集团目标价由484港元上调至597港元,维持"买入"评级;大和证券也将目标价上调至608港元,重申"跑赢大市"评级。分析师看好公司的快速开店策略和同店销售增长前景。
其次,市场预期蜜雪集团有望被纳入恒生综合指数成份股,变动将于6月9日起生效。此外,根据中金公司分析,蜜雪集团可能符合港股通纳入条件,这将为公司带来更多内地投资者关注。最后,作为新消费龙头,蜜雪集团受益于行业整体向好趋势。国信证券预计,5年内蜜雪集团门店规模有望达到10万家,持续看好公司的长期发展前景。
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