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　　美银证券发布研报称，蒙牛乳业（02319）管理层给予三年毛利指引对股价反应正面，虽然目前收入仍令人忧虑，但该行对其未来两年的复苏感到乐观。该行将今明年每股盈利预测各上调2%，并将其目标价由21.5港元上调至23.9港元，认为风险/回报正面，重申“买入”评级。

　　随着“4D冲击（需求、通缩、去库存和业务合并范围缩减）”的影响在一定程度上已经过去，该行预见蒙牛将经历三阶段的复苏，包括盈利复苏（目前正处于这一阶段）；销售复苏（料约在今年第二季或第三季实现）；原奶周期的转折点（这可能需要更长时间）。

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