智通财经APP获悉，周大福(01929)反弹逾5%，截至发稿，涨5.11%，报9.47港元，成交额1.49亿港元。
消息面上，美银证券近期研报指出，将周大福评级由“中性”升至“买入”，因为公司以国内市场为重心，不受全球关税的直接影响，加上同店销售见底，周大福的同店销售跌幅已收窄，并可能在未来几个季度进一步改善；估值要求不高，6%股息率可为股价下行提供支持，而成功的转型则可为其倍数重新定价提供基础。美银证券将周大福目标价由7.3港元升至11.9港元，以反映同店销售见底回升及潜在的品牌转势。
另外，高盛发报告指，周大福2025年第一季度同店销售(SSS)有所改善，不过门店关闭压力仍存。虽然周大福也将承受黄金贷款的对冲损失，但其损失规模可以透过扩张非对冲黄金产品的毛利率和增加固定价格黄金组合来抵消。高盛预计毛利和经营利润率高于先前的指导，但纯利表现可能基本与预期一致。
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