高盛发表报告,列出最新亚太区“确信买入”(精选版)(Directors' Cut)名单,新纳入毛戈平(01318.HK) 。移除DISCO(6146.JP)、华润置地(01109.HK) 、Reliance Industries(RELIANCE.NS)。报告指,虽然整体化妆品行业因线上获客成本持续上升、渠道转型红利减弱以及税负增加,盈利能力可能面临挑战,但预期毛戈平能够持续跑赢大市,预计2025...
Source Link高盛发表报告,列出最新亚太区“确信买入”(精选版)(Directors' Cut)名单,新纳入毛戈平(01318.HK) 。移除DISCO(6146.JP)、华润置地(01109.HK) 、Reliance Industries(RELIANCE.NS)。报告指,虽然整体化妆品行业因线上获客成本持续上升、渠道转型红利减弱以及税负增加,盈利能力可能面临挑战,但预期毛戈平能够持续跑赢大市,预计2025...
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