港股异动 | 新秀丽(01910)涨超4% 里昂列其为三大消费首选股之一

智通财经
Dec 17

智通财经APP获悉,新秀丽(01910)涨超4%,截至发稿,涨4.14%,报20.36港元,成交额1亿港元。

消息面上,里昂近期研报称,展望中国消费板块将聚焦于细分领域的发展机遇,以及高端消费市道受惠于货币政策放松、股市改善及离岸融资增加的复苏进展,预期居民消费情绪与CPI数据将维持温和,预期企业将捕捉细分市场规模化、全球化扩张及高端消费复苏的机会,列新秀丽为三大首选股之一。

高盛此前指出,新秀丽管理层相较8月业绩电话会议,最新一次电话会议对业务展望看来更为乐观,并预期9月推出的新产品及进入旺季前加码广告活动推动下,第四季度净销售增长将较第三季度改善。高盛认为,新秀丽明年潜在的美国双重上市,以及股份回购以减轻稀释影响,将成为该股未来进一步价值重估的催化剂。

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