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摩根士丹利:珠宝首饰传统销售旺季来临 看好周大福

Securities Times ·  Dec 10, 2024 14:56

转自:证券时报

证券时报网讯,摩根士丹利维持周大福“与大市同步”评级,目标价设定为8.3港元。研究报告指出,预计周大福股价在接下来的30天内有70%至80%的概率跑赢大市,因中央政治局会议传达出强烈的刺激政策信号,对黄金珠宝消费产生积极影响。此外,报告提到每年12月至翌年2月为珠宝首饰的传统销售旺季,而周大福股价今年表现不及MSCI中国指数和恒指,未来中央政府的刺激措施、通胀及金价的稳定性将影响该公司的估值。

校对:廖胜超

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