港股餐饮股强势拉升！蜜雪集团涨超7%创上市以来新高
4月17日，港股餐饮股强势拉升，小菜园涨超10%，古茗涨超8%，蜜雪集团涨超7%创上市以来新高。
消息面上，商务部部长王文涛在《求是》杂志发文表示，多措并举扩大服务消费，推动多个领域有序开放。工银瑞信基金指出，受关税冲击影响，全球经济发展不确定性加大，市场对提振消费扩内需的预期提升，叠加市场风格“高切低”等因素，近期大消费板块迎来上涨。对于餐饮行业而言，餐饮场景在过去几年较受压制，而目前上海、北京等多个地区已在试点餐饮消费券，后续或成为服务消费重要的刺激方向。国金证券也表示，美国加关税或将倒逼内需消费扩张，持续年关注初以来促消费政策组合拳落地带来积极影响，餐饮酒旅为代表国内服务类消费或直接受益。
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