《大行》海通国际首次覆盖普拉达(01913.HK) 评级“优于大市” 目标价81.87元

阿斯达克财经
Feb 10, 2025

海通国际发表报告,首次覆盖普拉达(01913.HK) ,予评级“优于大市”,目标价81.87元。该行指,2024年因高通胀、地缘政治危机等宏观经济不利影响,高端消费信心疲软,中国尤其承压。高单价+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。报告指,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+美国大选结果落地,短期内领增全球奢侈品市场,长期中国仍是奢侈品...

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