摩根士丹利发表研报指，海底捞第二季度堂食需求较预期疲弱，且消费降级趋势持续。虽然海底捞的翻台率表现较市场具韧性，但由于疲弱的行业趋势，相信公司或会采取更审慎的网络扩张，并专注于成本控制。大摩将海底捞2026至27财年的收入预测下调3至4%，并将纯利预测下调8%，目标价由20港元下调至17.5港元，维持“增持”评级。
摩根士丹利发表研报指，海底捞第二季度堂食需求较预期疲弱，且消费降级趋势持续。虽然海底捞的翻台率表现较市场具韧性，但由于疲弱的行业趋势，相信公司或会采取更审慎的网络扩张，并专注于成本控制。大摩将海底捞2026至27财年的收入预测下调3至4%，并将纯利预测下调8%，目标价由20港元下调至17.5港元，维持“增持”评级。
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