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百威亚太2026年第二季度预览:中国复苏将延迟 韩国改善
摩根大通· 2026-06-27 19:10
1876.HK, 1876 HK Price (25 Jun 26):HK$6.47 Price Target (Jun-27):HK$8.20 Consumer J P M O R G A N Asia Pacific Equity Research 26 June 2026 Budweiser Asia Pacific 2Q26 preview: China recovery to be delayed; Korea improving on a low base; 7% dividend yield justifies balanced risk/reward 2Q26 might be another weak quarter for Bud, trending similar to 1Q26 (down 1%/8%). China operations remain the key drag, primarily due to weak demand (bad weather, slower-than-expected on-trade recovery, etc.). Both China vol ...