蜜雪冰城遭两大投行下调评级,被指估值过高,海外扩张不理想

南方都市报
Jun 09

近日,据媒体报道,美银和瑞银两大投行在最新发布的研报中均下调了蜜雪冰城(02097.HK)的评级,两大投行给出的原因非常相似,都提及了估值过高和海外业务扩张不理想导致长期增长空间有限。对此,有深耕港股市场的投资人向南都记者表示,近年来由于新消费赛道火热,港股市场每隔一段时间都会有几只被资本看中的炒作标的进行人为股价推高,蜜雪冰城的股价本身就存在比较大的回调空间,难以长时间支撑高估值也在其预料之中。...

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