8月21日,老铺黄金公布超预期收入和利润后,摩根大通表示对其增长可持续性持更积极态度。主要因同店销售强劲增长、新消费者渗透率高及股息丰厚。短期股价催化剂包括产品提价、新店开业及可能纳入富时指数。公司被视为中国消费板块首选标的之一,预计2025年上半年业绩及说明会后,市场预期将上调。
Source Link8月21日,老铺黄金公布超预期收入和利润后,摩根大通表示对其增长可持续性持更积极态度。主要因同店销售强劲增长、新消费者渗透率高及股息丰厚。短期股价催化剂包括产品提价、新店开业及可能纳入富时指数。公司被视为中国消费板块首选标的之一,预计2025年上半年业绩及说明会后,市场预期将上调。
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