焦点板块及个股 | 周大福;稳定币;Coinbase;泰国股市;SK海力士

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20 Jun

周大福 (1929 HK; 12.6港元; 目标价: 15港元) 品牌转型成效显著,盈利韧性凸显FY2025,公司收入阶段性承压,利润超预期。进入 FY2026,公司内地同店销售跌幅延续逐季收窄趋势,同时,根据公司 FY2025 业绩交流会,公司继续聚焦开设高质量门店,其中新形象店 FY2026 将开设 20 家;未来公司将继续深化品牌转型,叠加 FY2025 低基数,预计 FY2026 将实现更...

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