大和发表研究报告，将古茗(01364.HK) 目标价由35港元上调至36港元，予“买入”评级，对应2026年预测市盈率22倍。该行表示，内地外卖平台补贴战已持续一年，近期美团及京东的补贴已回复至战前水平，淘宝亦正在缩减。虽然投资者忧虑未来数月销量，但管理层指出，门店模式改造、咖啡增量及延长营业时间等措施，将推动2026年销售量平稳增长。该行认为，补贴退坡为古茗提供整合中价位市场的黄金机会，因其...
Source Link大和发表研究报告，将古茗(01364.HK) 目标价由35港元上调至36港元，予“买入”评级，对应2026年预测市盈率22倍。该行表示，内地外卖平台补贴战已持续一年，近期美团及京东的补贴已回复至战前水平，淘宝亦正在缩减。虽然投资者忧虑未来数月销量，但管理层指出，门店模式改造、咖啡增量及延长营业时间等措施，将推动2026年销售量平稳增长。该行认为，补贴退坡为古茗提供整合中价位市场的黄金机会，因其...
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