4月8日上午，港股市场上海底捞股价表现强劲，盘中大涨5.08%，引发市场关注。
消息面上，近期多地政府纷纷出台措施刺激消费，其中餐饮业成为重点扶持对象。北京市发放2023年以来首批餐饮消费券，计划分五轮发放。上海推出"乐品上海"餐饮消费券，采用"在线报名、摇号中签"的方式发放，面额多样，覆盖不同消费层次。广州则通过银联云闪付等平台发放餐饮消费券，鼓励市民外出就餐。这些措施有望提振餐饮行业信心，带动相关上市公司股价上涨。
分析人士指出，在出口承压的背景下，更加积极的财政、货币支持政策值得期待，后续促消费提振内需政策有望持续加码落地，推动国内经济平稳向好。餐饮行业作为内需的重要组成部分，有望从中受益。投资者可关注品牌定位极致性价比、运营管理精细化、同店数据有韧性、开店速度较快、规模效应逐步释放并兑现到业绩端成长的餐企。
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