消息面上,公司近期密集释放基本面利好:AI对话式购物工具正式上线,用户可通过自然语言描述需求获取个性化推荐并直接下单;同时与美元树达成覆盖全美超9000家门店的即时配送合作,进一步拓展非餐配送版图。机构评级方面,Rothschild & Co Redburn将目标价上调至350美元,Argus维持买入评级,FactSet统计分析师平均目标价达248.55美元。同期餐饮板块整体走强,温蒂汉堡涨5.66%、墨式烧烤涨3.67%、麦当劳涨2.17%、星巴克涨1.43%,板块联动对股价形成支撑。
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