海伦司国际控股有限公司(09869.HK)今日盘中股价大涨11.90%,截至11:20报3.32港元,成交活跃。
多家机构指出,随着岁末年尾消费旺季的到来,多地启动发放新一轮消费券,对餐饮、旅游等消费领域形成直接拉动作用,刺激当地需求。作为国内知名餐饮企业,海伦司有望从政策中获益,市场预期助推股价反弹走强。
不过,也有分析人士认为,消费券带动的需求提振或将短期内,消费能否延续有待观察。总体而言,政策支持叠加内需预期升温,餐饮行业反弹走势值得关注。
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