异动解读|古茗盘中上涨3.07%,券商研报提示茶饮龙头左侧布局机会

行情直击
Jun 12

6月12日,古茗盘中上涨3.07%,报22.88港元/股,成交额1553.51万港元。

消息面上,中国银河证券发布研报指出,当前茶饮龙头股价已在左侧筑底过程中,蜜雪、古茗FY26PE均回调至15倍附近,建议关注龙头公司基本面拐点及催化。研报同时指出,外卖平台补贴4-5月进一步放缓已是确定性趋势,退补预期已被股价先行反映,当前估值具备配置价值。此外,古茗近期频频推出1元冰水、7.9元鲜奶等高话题度产品,带动门店客单价提升,品牌热度持续走高。同行业中,蜜雪集团涨2.42%,沪上阿姨涨2.83%,板块整体表现积极。

(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