古茗（01364）涨超4%，截至发稿，涨4.36%，报27.5港元，成交额5062.16万港元。

　　消息面上，恒生指数系列季度检讨结果此前公布，古茗获纳入恒生综合指数成份股，预计将于6月9日正式生效。方正证券指出，古茗预计将于6月9日被纳入港股通。此外，高盛预计即制饮品受惠外卖平台补贴计划。根据外送补贴的推动和年内趋势，上调了古茗盈利预测，并提高其估值倍数。古茗2025至2027年盈利预测被上调5%至9%，反映更快的门店扩张速度以及更强的门店商品成交额增长，2026年预计市盈率从20倍上调至26倍。仍较即制茶饮行业龙头蜜雪冰城低约20%。目标价由21港元升至29.2港元，维持“买入”评级。

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