异动解读 | Q2业绩超预期但利好兑现，凯悦酒店盘前大跌5.12%

异动解读07-30

凯悦酒店今日盘前股价大跌5.12%，引发市场关注。

消息面上，公司于盘前发布了第二季度财报，业绩全面超出市场预期。调整后每股收益为1.12美元，大幅高于市场一致预期的0.91美元，同比增长64.71%；营收18.3亿美元，同样超出预期的18.1亿美元。尽管业绩表现强劲，股价却出现明显回落。

分析人士指出，这属于典型的"利好兑现"走势。此前多家机构已密集上调凯悦酒店的目标价，摩根士丹利将目标价升至218美元并维持增持评级，汇丰将其上调至买入评级，摩根大通亦上调目标价至205美元。市场对业绩的乐观预期已提前反映在股价中，导致财报发布后部分资金选择获利了结，股价承压下行。

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