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港股異動 | 奢侈品股普漲 周大福漲約4%創階段新高
格隆匯2月14日丨周大福漲3.6%創近3個月新高價,東方錶行集團漲1.56%,普拉達、周生生漲1%。數據顯示,今年七天春節假期期間(1月31日至2月6日),全國黃金消費額按年增13%,主要由於節日氣氛拉動消費者對黃金的消費需求。東吳證券研報稱,2022年國內春節黃金珠寶消費回暖,建議關注整體板塊業績回暖帶來的潛在雙擊機會。國泰君安首予周大福“增持”評級,考慮到公司作為黃金珠寶行業龍頭,品牌渠道優勢顯著,給予該公司2023財年23倍PE,目標價18.86港元。

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