港股異動 | 啤酒股持續拉昇 華潤啤酒漲4.5%
格隆匯11月28日丨啤酒股持續拉昇,華潤啤酒漲4.5%、百威亞太漲3%、青島啤酒漲2%。交銀國際指,展望2023年,該行預計潤啤的銷售及淨利潤將分別按年增長22%及33%,重申對公司買入評級,目標價69港元。東莞證券指,2022年卡塔爾世界盃已正式拉開帷幕,世界盃帶動了啤酒淡季需求增加。根據零售平台美團數據顯示,僅世界盃開幕當日,啤酒外賣訂單環比增長43%。從消費復甦進程來看,考慮到目前疫情仍存在反覆,預計後續需求或以緩慢復甦為主。

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