《大行》汇丰研究:奢侈品行业整体增长放缓 看好爱马仕及普拉达(01913.HK)等

阿斯达克财经
Jul 03, 2025

汇丰环球研究报告指,全球奢侈品上半年业绩或显示企业间的明显分化,但整体增长将会放缓。该行调整其所覆盖的奢侈品板块的目标价,看好爱马仕(Hermes)及Burberry的次季收入持续改善,同时偏好Richemont和普拉达(01913.HK) ,均予以“买入”评级。该行认为,奢侈品销售首季开局强劲但结束疲弱,但次季正好相反。美国4月份“解放日”的冲击导致信心、市场和美元迅速下滑,影响奢侈品需求,但5...

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