《大行》美银证券:蒙牛(02319.HK)遭无理抛售创造具吸引力买入机会

阿斯达克财经
Jun 08

美银证券发表研究报告指,蒙牛乳业(02319.HK) 近期股价遭到无理抛售,主要是受到错误资讯与误解所驱动,因而创造了特别具吸引力的买入机会。该行渠道调研显示蒙牛5月份销售录得正增长,反观市场上充斥着潜在下跌的传言。此外,4月及5月为淡季,市场焦点在于渠道库存,因此较难预示潜在趋势。公司年初至今的运作表现亦高于2026财年销售中至高个位数增长指引范围的中位数,加上2025年下半年基数较低(2025...

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