BUZZ-贝伦贝格因巧克力需求疲软下调梦迪尔兹评级,股价下跌

路透中文
Oct 02, 2025
BUZZ-贝伦贝格因巧克力需求疲软下调梦迪尔兹评级,股价下跌

10月2日 - ** 吉百利母公司Mondelez International < MDLZ.O (link) >股价盘前下跌1.7%,报62.08美元。

** 贝伦贝格将其股票评级从 "买入 "下调至 "持有";将目标价从 81 美元下调至 70 美元

** 由于欧洲巧克力需求疲软,可可成本下降带来的好处有限,券商认为近期盈利不会有上升空间

** 虽然成本压力正在缓解,但鉴于不利的温暖天气对可可的影响,以及欧洲巧克力消费的高需求弹性,近期需求前景似乎困难重重。

** 称对梦迪尔兹公司的一致盈利预期似乎没有充分考虑到下半年欧洲需求的疲软,这可能导致一致评级进一步下调

** 28家券商中有18家将该股评级为 "买入 "或 "更高",9家为 "持有",1家为 "强烈卖出";其PT中值为73.78美元--数据由LSEG编制

** 截至上次收盘,MDLZ 年累计上涨约 5.8

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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