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綜合最新大行對周大福(01929.HK)最新評級、目標價及觀點
本網最新綜合9間券商對周大福(01929.HK)投資評級、目標價及觀點整合如下:券商名稱│評級│目標價│核心觀點簡述摩根士丹利│增持│19港元│今年4至5月營運與今年度指引略勝預期,雖然營業利潤率假設較低,但完全能被對沖收益所抵銷。富瑞│買入│17.2港元│今年4至5月同店銷售增長強勁,轉型持續推進,管理層目標將利潤率較高的定價珠寶銷售佔比提升至五成瑞銀│買...
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綜合最新大行對周大福(01929.HK)最新評級、目標價及觀點
Recommend
3
Positive
7
Negative
7
 
 

本網最新綜合9間券商對周大福(01929.HK)  +1.690 (+15.198%)    Short selling $729.40M; Ratio 50.739%   投資評級、目標價及觀點整合如下:

券商名稱│評級│目標價│核心觀點簡述

摩根士丹利│增持│19港元│今年4至5月營運與今年度指引略勝預期,雖然營業利潤率假設較低,但完全能被對沖收益所抵銷。

富瑞│買入│17.2港元│今年4至5月同店銷售增長強勁,轉型持續推進,管理層目標將利潤率較高的定價珠寶銷售佔比提升至五成

瑞銀│買入│18.5港元→16港元│今年4至5月同店銷售強勁且今年度指引優於預期,因而上調預測,但下調目標價以反映最新估值

中金公司│跑贏行業│15.86港元│今年4至5月中國內地直營與加盟同店銷售、港澳同店銷售表現均超市場預期,且品牌轉型效果持續顯現。

花旗│買入│16.7港元→15.4港元│今年度指引在銷售和利潤率上均超預期,4至5月強勁的同店銷售展現計重黃金需求在金價回落之際復甦

滙豐研究│買入│13.5港元→14.8港元│去年度業績符合預期,金價回落預期將刺激計重黃金需求並減少對沖損失,抵銷對毛利率的負面影響

美銀證券│中性│13.9港元→14.2港元│去年度淨利潤略勝預期,今年度指引超預期且4至5月同店銷售強勁,上調2027財年預測

麥格理│跑贏大市│19港元→12.9港元│計及金價回調導致利潤率正常化而下調盈利預測,營運利潤率指引有上調空間。穩健的70%至80%派息比率應能提供支撐

里昂│持有│11.2港元→10.7港元│去年度業績符合預期,4至5月交易令人鼓舞,但今年度指引好壞參半,金價波動或使毛利率面臨壓力

(ad/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-06-12 16:25.)

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