港股異動 | 啤酒股普漲 青啤(0168.HK)漲近4%領漲
格隆匯12月11日丨啤酒股普漲,青啤(0168.HK)漲近4%,潤啤(0291.HK)漲約2%,兩股股價均逼近12月9日盤中創下的歷史新高,今年迄今均累漲超50%。高盛最新發報告指,成本上漲及產品提價將是中國內需股明年最主要的催化劑,隨着成本上漲(包括大豆、麥、原奶、包裝物料等)壓力,料內需企業將追求毛利率擴張多於提升市場份額。高盛認為潤啤、青啤等個股是潛在的價格上漲受益者。該行上調百威亞太目標價至29港元,將潤啤目標價升至66港元,評級均為“買入”;將青啤目標價升至76.1港元,維持“中性”評級。

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