异动解读|老铺黄金盘中下跌3.17%,金价跌破4000美元叠加二季度销售疲弱持续承压

行情直击
Jun 30

6月30日,老铺黄金盘中下跌3.17%,报355.0港元/股,成交额3477.78万港元,股价延续调整态势。

消息面上,国际金价近日跌破4000美元关口,较年内高点回落超25%,金饰板块持续承压。花旗将老铺黄金目标价由700港元下调至659港元,指出二季度SKP促销及天猫618活动表现疲弱,产品溢价较同行高出约60%导致价格敏感型客户加速流失,相关渠道占比从30%降至约20%。行业层面,国内金饰消费同比暴跌37.1%,金饰克价全线跌破1300元。中信建投则指出Q2收入或因金价回调同比有所回落,但受益于提价及低库存成本,毛利率将显著提升,Q2大概率为年内业绩底部。

(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。)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10