观点网讯:2月10日,海通国际首次覆盖普拉达,给予“优于大市”评级,目标价81.87港元。海通国际发表报告指出,2024年受高通膨、地缘政治危机等宏观经济不利影响,高端消费信心疲弱,中国尤其承压。高单价加保值属性高的奢侈品相对韧性较强,该行认为超高净值人士奢侈品消费意愿稳定。报告强调,亚太和欧洲是奢侈品公司最大的市场,预测欧美有望受惠宏观改善及美国大选结果落地,短期内领先全球奢侈品市场。长期而言,...
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