智通财经APP获悉，周大福(01929)涨超9%，截至发稿，涨9.03%，报8.69港元，成交额7577.07万港元。
消息面上，大和指出，将周大福评级从“跑输大市”一举上调至“买入”，目标价由7港元上调至11港元。大和认为，市场过份高估与老铺黄金之间的竞争忧虑，而且低估了周大福正在进行的品牌升级措施所带来的利好因素。其次，该行认为市场忽略了周大福的传统黄金系列HUA Collection正有潜力演变成独立品牌，从而释放重大价值。另外，该行认为周大福先前的快速店铺扩张策略正急剧逆转，料净利润或于2024财年下半年触底，该公司股价仍被严重低估。
摩根士丹利发布研报称，将周大福评级由“与大市同步”升至“增持”，目标价由8.3港元升至10.5港元。该行表示，高级黄金产品的快速崛起反映出消费者愿意为优质工艺和设计支付溢价，预计更多本地品牌将瞄准这类消费群体，而最具代表性的品牌应继续表现优异。该行基于主要的珠宝购买标准，对18个国内外珠宝品牌进行排名，其中周大福珠宝等表现尤为突出。
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