异动解读｜海底捞盘中下跌3.21%，大摩下调目标价至16.5港元叠加多家投行集中调低预期

行情直击08-31

8月31日，海底捞盘中下跌3.21%，报11.77港元，成交额7832.99万港元。

消息面上，摩根士丹利当日下调海底捞目标价至16.5港元，同步下调收入及纯利预测。此前中报发布后，多家投行已集中下调目标价：美银证券降至12.3港元重申中性，野村由18.4港元降至17.4港元，招商证券国际由16港元降至14.4港元，瑞银降至16.3港元。上半年营收223.37亿元同比增7.9%，但核心火锅餐厅收入同比下降4%，同店销售跌1.3%，客单价降至97元，归母净利仅微增0.5%，结构性增长乏力持续压制市场情绪。

（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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