港股异动|食品饮料股普涨日清食品涨逾4%
格隆汇8月9日丨食品饮料股普涨,康师傅控股(0322.HK)、日清食品(1475.HK)均涨逾4%,达利食品、统一企业涨逾1%,中国旺旺跟涨。个股方面,日清食品预计上半年净利润大幅增加,主要由于中国销量增加,野村证券将其目标价上调至6.40港元;近日发布的《食品品牌竞争力评价体系》报告显示,方便面品牌影响力上,康师傅、统一分别位列第一、第二;统一中期净利同比增39.6%,绩后获多家机构上调目标价。板块方面,分析人士指,当前市场正处上市公司中报披露的关键时期,机构抱团食品饮料达到历史高位。另据中证网,从获悉的一份会议纪要来看,睿远基金的陈光明团队对未来并不悲观,看好医药、食品饮料等。
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