《大行》美银证券:百胜中国(YUMC.US)下半年有望迎强劲收益 维持“买入”评级 目标价降至56.5美元

阿斯达克财经
Jul 10, 2025

美银证券发表研究报告指,自美国“解放日(liberation day)”以来,百胜中国(09987.HK) (YUMC.US)  表现落后MSCI中国指数16%。除了资金流动外,市场目前也在重新评估其转向小型门店和特许经营后的长期增长。美银认为,百盛中国负面因素已反映在股价中,而线上平台近期的配送补贴可能成为短期催化剂,有望支持2025年第三季度的同店销售增长(SSSG)表现。美银基于今年下半年...

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