【美银：蜜雪基本面或无法支撑现有估值 评级降至跑输大市】金十数据6月9日讯，美银发表研究报告指，蜜雪集团(02097.HK)近日再创新高，3月初上市至今股价累升约1.8倍，现价水平对应今明两年预测市盈率约40倍及33倍。美银指出，虽然蜜雪是中国最大且最优秀的现制茶饮品牌，但认为其基本面或无法支撑现有估值，近期资金流动推动其估值提升，但近期升势已反映众多利好因素，强调资金流无法永远为股价带来支持，又指蜜雪是否属于新消费板块仍存有争议，认为蜜雪的每股盈利上行空间或远低于泡泡玛特(09992.HK)等IP公司。美银将评级从中性降至跑输大市，不过基于中国业务表现强劲，将今明两年每股盈利预测上调3.4%，收入分别上调2%及2.2%，目标价由400港元上调至465港元。
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