异动解读｜蜜雪集团盘中上涨3.08%，餐饮板块走强叠加低估值修复延续

行情直击07-20

7月20日，蜜雪集团盘中上涨3.08%，报220.6港元/股，成交额3307.94万港元。消息面上，餐饮板块今日整体走强，同业沪上阿姨涨10.84%、美团-W涨4.48%、海底捞涨1.2%，板块联动效应明显。

此前，多家券商对蜜雪集团给出积极评级，华兴证券维持"买入"评级，目标价475.40港元；中银国际首次覆盖给予"增持"评级，看好其下沉市场竞争力及出海布局。公司此前宣布投入10亿元补贴加盟商升级现磨咖啡设备，咖啡业务有望打开第二增长曲线。当前动态市盈率约12倍，处于历史低位区间，估值修复预期持续驱动资金回流。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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