里昂发表研究报告指，蜜雪集团(02097.HK) 下周发布业绩，预计市场将关注补贴战对公司的影响。该行预计，公司每间店按年增长11%至12%，而毛利率按年降1个百分点。另外，以现磨咖啡为主的品牌“幸运咖”已成为公司第二个主要增长驱动因素。
该行将蜜雪集团目标价由645元下调至505元，反映估值与同业看齐，维持“跑赢大市”评级。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-20 16:25。)
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