华住(HTHT.US)今日盘中大跌5.05%,引发了市场的广泛关注。
消息面上,大型券商大和近期发布研报,指出华住2024财年第三季业绩未能达到预期,导致其将华住2024至2026财年EBITDA预测下调3%至6%。
同时,大和将华住的投资评级从"买入"下调至"跑赢大市",并将目标价从36港元大幅下调至27.5港元。分析师表示,尽管华住相较整个酒店业表现更具韧性且有望获得一定市场份额,但其RevPAR复苏的低能见度或将导致该股在2025年出现更为持续的下滑。
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