餐饮公司海伦司(09869.HK)今日盘中大涨8.84%,引发市场关注。分析人士认为,这主要受到最新一轮国内促进消费的政策利好预期所支撑。
近期,国内陆续出台一系列促进消费的政策组合拳,旨在拉动内需。多家券商认为,餐饮板块将在此过程中获益,既能受益于消费环境的逐步复苏,又能从中分得一杯羹。其中,运营业绩确定性较高的龙头公司更有望借此扩大市场份额。
海伦司作为国内知名连锁餐饮企业,有望在政策利好下渡过行业寒冬并迎来业绩回暖。不过,也有分析指出南向资金近期连续5日净减持该股,或对其股价涨幅形成一定压制。后市需继续关注政策的具体推进力度及机构投资者的投资策略变化。
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