异动解读|老铺黄金盘中上涨3.12%,机构力挺二季度为年内业绩底部超跌后现反弹

行情直击
Jul 02

7月2日,老铺黄金盘中上涨3.12%,报350.2港元/股,成交额1.38亿港元,此前股价已连续多日大幅下跌。

消息面上,多家机构近期密集发声力挺。中信建投维持"买入"评级,预计二季度业绩大概率为年内底部,三季度环比改善可期;尽管二季度收入因金价回调同比下滑约10%,但受益于提价及库存成本低位,毛利率升至约48%,净利润仍实现正增长。瑞银亦维持"买入"评级,认为市场对竞争威胁担忧过度,主要追随者销售总额仅为老铺黄金的4%,当前估值处历史低位,自由现金流转正及约11%高股息构成支撑。此外,高盛维持年末黄金4900美元目标价,金价企稳预期或有助缓解市场悲观情绪。

(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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