异动解读 | 中金维持“跑赢行业”评级,唯品会盘中大涨5.01%

异动解读
Apr 08

唯品会今日盘中大涨5.01%,引起了市场的广泛关注。

消息面上,中金公司发布报告,维持唯品会“跑赢行业”评级,并给出20美元的目标价。报告指出,唯品会一季度收入同比微增0.8%,虽然受消费环境疲软拖累,但公司毛利率保持稳健。同时,其SVIP用户保持了较快增长,线下杉杉奥莱的GMV(商品交易总额)更是实现了近30%的高增长。

尽管报告下调了公司未来两年的净利润预测,但认为当前估值低于目标价所对应的市盈率水平,具备上行空间。这一积极的券商评级和基本面分析,增强了投资者对公司前景的信心,成为推动股价上涨的重要因素。

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