金吾财讯 | 国证国际表示，尽管上海消费券总额有限，但示范意义更大，未来其他城市也有望跟进刺激政策。该行特别强调餐饮板块的布局价值，主要是在情绪扭转的背景下，餐饮的业绩调头速度较快。比如 22 年 10 月至 23 年 4 月的这一波，受益于疫情开放之后的报复性消费，餐饮企业股价都获得了戴维斯双击，实现较高的反弹。该行认为当下情景与上一波行情类似，情绪修复会优先从基本面调头较为容易的板块开始。目前板块的估值都较低，极具布局价值。
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