《大行》大摩:老铺黄金(06181.HK)及泡泡玛特(09992.HK)有潜在盈利上升空间 料海底捞(06862.HK)、蒙牛(02319.HK)盈利下行

阿斯达克财经
Jul 14, 2025

摩根士丹利发表报告指,2025年第二季中国消费行业需求复苏尚未显现,公司层面销售和利润率趋势分化加剧。该行覆盖公司的市场盈利预估在2025年第二季度下降,主要受成熟品类销售压力的影响。大摩预期高增长股将持续保持强劲势头,而老铺黄金(06181.HK) 及泡泡玛特(09992.HK) 将有潜在盈利上升空间。在成熟品类中,盈利上升更可能来自利润率的改善。该行预期中国中免(01880.HK) 、...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10