观点网讯:5月19日,星展下调贝壳目标价,由68.47元下调至62.25元。该行重申对贝壳“买入”评级,基于公司在新房和现房业务稳固市场定位,使其仍是中国实体市场逐步稳定的一个主要受益者。据报告显示,管理层指引2025年第二季度净收入260亿人民币,按年及按季增长11%,符合预期。但利润率展望低于预期。公司指其现房业务贡献利润率虽在今年首季触底,但仅会逐步恢复,预计第二季度整体非通用会计准则经营溢...
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