摩根士丹利相信，未来60天内，华住集团(HTHT.US) 股价将实现绝对上涨。
大摩预计，即将到来的2025年五一黄金周(5月1日-5日)酒店平均可出租客房收入(RevPAR)将略为正增长，按年增长4%。这可能会超出市场预期，带来上行惊喜，因为2025年春节RevPAR按年下降12%，2025年第一季度下降4%，2025年4月按年下降4%。若五一RevPAR实现正增长，将显示休闲需求的强劲表现，这种需求可能延续至2025年第三季度暑期(去年同期基数较低)。中国国内酒店类股票将因此受益。
大摩估计，这一情景发生的概率约为80%以上。该行予华住集团(HTHT.US) “增持”评级及目标价47美元。(ad/w)(美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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