智通财经APP获悉，老铺黄金(06181)回落逾4%，截至发稿，跌4.45%，报902.5港元，成交额3.48亿港元。
消息面上，5月8日，老铺黄金配售431万股新H股，净募26.98亿港元。美银预期配股将强化老铺黄金的现金状况，该行相信集团可在高增长及合理估值之间取得平衡，并认为今年6月禁售期届满属短期风险。据悉，6月28日，老铺黄金将迎来上市后最大规模限售股解禁，根据Wind数据，届时，公司将有6905.07万股股份被解禁，占解禁后流通股的51.09%。
此外，花旗发布研报称，4月以来金价上涨显著缩小了老铺黄金相对大众市场的溢价，提升了其高端产品吸引力，有助于迅速扩大客户群。花旗表示，若金价维持在当前高位，尽管基数较高，仍预计至2025年下半年老铺黄金的同店销售增长将维持在三位数；将目标价由979港元上调至1084港元，主要风险为金价波动。
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