《大行》里昂降海底捞(06862.HK)目标价至19元 九毛九(09922.HK)下调至2.6元

阿斯达克财经
Jan 24, 2025

里昂发表研报指,中国内地春节假期即将来临,消费者或会有更多外出旅游及用餐活动,但该行预期市场很快会重新关注结构性趋势。里昂表示,对华住(01179.HK) (HTHT.US)  的正面看法主要基于产业供应过剩压力缓解,该公司毫不改变地承诺迅速开设酒店是可以理解,但可能会影响未来一至两个季度的每可用客房收入(RevPar)复苏速度。相较之下,海底捞(06862.HK) 在开设新店方面进展缓慢,试图...

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