异动解读 | 霸王茶姬首份季报亮眼,摩根士丹利看好前景,股价盘中大涨5.06%

异动解读
04 Jun

霸王茶姬(CHA)今日盘中大涨5.06%,引发市场关注。该涨幅主要受两大利好因素推动:公司发布上市后首份亮眼财报,以及华尔街知名投行给予积极评级。

根据霸王茶姬近日发布的2025年第一季度财报,公司业绩增长强劲。具体而言,总GMV达82.3亿元,同比增长38%;总净收入33.9亿元,同比增长35.4%;净利润6.77亿元,同比增长13.8%。此外,公司全球门店数量已达6681家,较去年同期增加2598家,显示出快速扩张态势。

同时,投资者信心也受到华尔街分析师的支持。摩根士丹利于近日首次覆盖霸王茶姬,给予"超配"评级,目标价37.5美元,较当前股价有约20%的上涨空间。分析师看好公司在中国新式茶饮市场的领先地位及其海外扩张潜力。这一积极评级进一步提振了市场对霸王茶姬未来增长前景的信心。

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