智通财经APP获悉，餐饮股午后上攻，截至发稿，呷哺呷哺(00520)涨9.38%，报1.05港元；九毛九(09922)涨7.76%，报3.47港元；海伦司(09869)涨6.05%，报2.28港元；海底捞(06862)涨4.88%，报15.48港元。
消息面上，近来国内促消费政策组合拳陆续出台。对此，国信证券认为，餐饮板块有望在基本面与板块情绪两角度同时受益，兼顾经营业绩确定性以及消费环境渐进复苏的预期，短期建议重点配置经营确定性较高的龙头海底捞、百胜中国；若后续政策持续发力、观测到餐饮经营基本面边际实质性改善回暖，同步建议关注九毛九等超跌个股的反弹机遇。
此外，统计局今日发布数据显示，9月份，社会消费品零售总额41112亿元，同比增长3.2%，增速比上月加快1.1个百分点。按消费类型分，9月餐饮收入4417亿元，增长3.1%。1—9月份，餐饮收入39415亿元，增长6.2%。中信建投认为，随着政策刺激力度加码，顺周期餐饮链有望率先受益于预期改善。
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