【1 月 21 日,高盛下调九毛九投资评级至“中性”】高盛指出,最新数据显示,九毛九去年第四季经营情况持续恶化,旗下太二及九毛九品牌同店销售下跌。 尽管管理层加强产品供应及减省成本,但需求疲弱及行业整合风险带来的短期不利因素仍存,品牌动能恢复及成本减省措施成效所需时间长。 九毛九 2025 年上半年面临较高基数,同店销售短期内或持续下降,高盛将 2024 至 2026 年盈利预测下调 36%至 ...
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