异动解读|老铺黄金盘中下跌3.32%,高盛大幅下调目标价至650港元

行情直击
7 hours ago

7月17日,老铺黄金盘中下跌3.32%,报358.8港元,成交额7781.92万港元。

消息面上,高盛近日将老铺黄金目标价由1108港元大幅下调至650港元,降幅逾41%,维持"买入"评级。该行追踪数据显示,老铺黄金天猫旗舰店销售于二季度同比大跌63%,扭转一季度155%的强劲增长,主要受618购物节高基数及线下渠道摊薄效应拖累。高盛下调全年盈利预测9%至80亿元人民币,2027至2028年盈利预测下调19%至22%。金价自2月底公司提价后已回落逾20%,对采用固定定价模式的老铺黄金销售构成直接压力,价格敏感型客户出现流失。不过该行指出,全年毛利率预测上调至45%,下半年进一步升至48%,受惠于金价回落后有利的库存采购成本。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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