异动解读|万洲国际盘中下跌3.03%,大摩下调目标价至10.6港元

行情直击
Sep 09

9月9日,万洲国际盘中下跌3.03%,报7.2港元,成交额1.32亿港元。

消息面上,摩根士丹利于9月8日发布研报,下调万洲国际目标价7%至10.6港元,同时将其2026至2028年盈利预测下调7%至9%,主要反映北美下半年经营溢利指引下调及欧洲猪肉市场状况疲弱,维持"增持"评级。此前,瑞银、高盛、花旗、美银证券及杰富瑞等多家投行亦于近期集中下调万洲国际目标价,核心逻辑均指向公司上半年经营溢利同比下滑约11%、旗下史密斯菲尔德下调全年指引,以及中国鲜猪肉销售偏弱等因素。多家大行密集下调盈利预测及目标价,对短期市场情绪形成压制。

(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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