异动解读 | 芝乐坊餐馆股价盘中大跌5.21%,分析师下调目标价

异动解读
Oct 29, 2025

芝乐坊餐馆(Cheesecake Factory)股价今日盘中大跌5.21%,引发市场关注。

消息面上,杰富瑞证券分析师将芝乐坊餐馆的目标价从74美元下调至70美元。分析师的看空评级可能是导致股价下跌的主要原因之一。

值得注意的是,除了杰富瑞证券外,其他多家投行也下调了芝乐坊餐馆的目标价。巴克莱将目标价从50美元下调至48美元,德意志银行将目标价从67美元下调至61美元,Piper Sandler将目标价从62美元下调至57美元。多家机构的一致看空,加剧了投资者的担忧情绪。

分析人士指出,餐饮行业面临通胀压力和消费疲软的双重挑战,芝乐坊餐馆作为中高端连锁餐厅,业绩表现可能不及预期。投资者应密切关注公司未来的财报表现和行业动向。

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