异动解读｜农夫山泉盘中上涨4.19%，超跌后获机构看好支撑反弹

行情直击07-02

7月2日，农夫山泉盘中上涨4.19%，报40.24港元/股，成交额1.41亿港元。

消息面上，该股此前于6月30日因成本承压及竞品涨价预期大跌逾7%，领跌恒指成分股，当日录得1.9亿港元沽空金额。然而多家机构维持看好态度，国海证券首予"买入"评级，中信建投维持"增持"评级，均指出公司通过减重瓶身设计及高毛利无糖茶产品占比提升，毛利率已有改善，具备成本对冲能力。此外，公司包装水业务逐步修复，东方树叶等无糖茶品类持续高增长，产品结构优化驱动盈利能力提升，长期基本面仍获市场认可。

（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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