港股餐饮股今日盘中受压,其中海伦司(09869)一度大跌11.49%,引发市场广泛关注。
从消息面看,多家知名机构研报指出,11月餐饮业同店销售额持续疲软,消费需求波动。高盛认为,目前虽然一些地区推出了餐饮消费券作为刺激,但影响因品牌和区域而异,他们覆盖的餐饮公司普遍还未看到明显提振效果。
此外,近期新冠疫情在部分地区出现反弹,加上整体经济预期转差,也令消费者信心受到冲击,相较于其他领域,餐饮业或许首当其冲。因此,海伦司等餐饮股在盘中出现较大跌幅,反映市场对餐饮行业的悲观情绪。
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