光大证券国际证券策略师Kenny Ng表示,蜜雪冰城和老铺黄金当前估值偏高;蜜雪本质上仍属消费板块,估值需更谨慎看待。可以区别对待这类新消费股,如果基本面有较强的盈利增长,仍可支撑估值上行。泡泡玛特过去盈利增长较快,近期一些新产品也获得市场认可,未来的盈利表现有望继续支撑估值。

金融界
05 Jun
光大证券国际证券策略师Kenny Ng表示,蜜雪冰城和老铺黄金当前估值偏高;蜜雪本质上仍属消费板块,估值需更谨慎看待。可以区别对待这类新消费股,如果基本面有较强的盈利增长,仍可支撑估值上行。泡泡玛特过去盈利增长较快,近期一些新产品也获得市场认可,未来的盈利表现有望继续支撑估值。

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