3月28日,大摩发布黄金珠宝行业渠道调研纪要,主要观点如下:与品牌、商场及专家的渠道调研受自救策略和宏观经济趋稳的推动,我们对维持对周大福的“增持”评级更有信心。老铺黄金今年以来需求加速增长,门店拓展方面也有更多积极消息,这些因素支撑了其近期股价走势。我们近期与周大福(1929.HK)、英皇钟表珠宝(0887.HK,未评级)、行业专家,以及由普尔文乔杜里(Prveen Choudhary)负责跟踪...
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