金吾财讯 | 摩根士丹利发表技术研究报告,相信华住(HTHT)股价60日内将跑赢大市,发生机率料80%以上。予其ADR评级“增持”,目标价43.5美元。报告指,在黄金周假期后首周,酒店业务需求出现了初步复苏迹象,表明2025年10月全月每间可售房收入可能转为正增长,将会是连续第二个月增长。考虑到华住集团收入对行业每间可售房收入增长敏感,认为公司将最受惠。
金吾财讯 | 摩根士丹利发表技术研究报告,相信华住(HTHT)股价60日内将跑赢大市,发生机率料80%以上。予其ADR评级“增持”,目标价43.5美元。报告指,在黄金周假期后首周,酒店业务需求出现了初步复苏迹象,表明2025年10月全月每间可售房收入可能转为正增长,将会是连续第二个月增长。考虑到华住集团收入对行业每间可售房收入增长敏感,认为公司将最受惠。
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