呷哺呷哺股价今日盘中大涨7.84%,引起市场广泛关注。股价涨幅主要得益于两大利好因素的推动。
其一,全国多地正在发放餐饮消费券,如广州出台1亿元"食在广州"政府消费券,上海即将在12月发放第三轮"乐品上海"餐饮消费券。分析人士认为,此举能够直接有效地拉动餐饮消费,推动行业复苏。作为行业龙头,呷哺呷哺将显著受益于消费券政策。
其二,重磅经济会议预期升温,市场预计会议将延续宏观政策积极态势,或进一步出台扩大内需、支持消费的新举措。有分析称,明年或将提升超长期特别国债的支持规模,进一步刺激消费。消费政策加码也将为呷哺呷哺等餐饮龙头带来利好。
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