大和发表研究报告指,昨日内地茶饮行业股强劲反弹,主要是由于美团(03690.HK) 在其财报电话会议上表示会不惜一切代价捍卫其市场份额,引发食品外卖平台之间的持续价格战。
该行重申蜜雪集团(02097.HK) “跑赢大市”评级,将目标价由539元上调至608元,以反映对最新外卖平台竞争令同店销售增长预测较高,以及全初至今开店速度较快,每股盈利预测上调5-6%。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-27 16:25。)
大和发表研究报告指,昨日内地茶饮行业股强劲反弹,主要是由于美团(03690.HK) 在其财报电话会议上表示会不惜一切代价捍卫其市场份额,引发食品外卖平台之间的持续价格战。
该行重申蜜雪集团(02097.HK) “跑赢大市”评级,将目标价由539元上调至608元,以反映对最新外卖平台竞争令同店销售增长预测较高,以及全初至今开店速度较快,每股盈利预测上调5-6%。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-27 16:25。)
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