港股异动 | 大消费股尾盘拉升走高 海伦司(09869)涨超10% 九毛九(09922)涨超7%

智通财经
09 Dec 2024

智通财经APP获悉,餐饮等大消费股尾盘拉升走高,截至发稿,海伦司(09869)涨10.2%,报2.81港元;九毛九(09922)涨7.71%,报3.77港元;携程集团-S(09961)涨5.72%,报573港元;珍酒李渡(06979)涨6.58%,报7.61港元;安踏体育(02020)涨4.53%,报83.05港元。

消息面上,近期全国多地发放消费券,其中广州市政府常务会议市议通过了“食在广州”政府消费券有关实施方案,计划发放1亿元“食在广州”政府消费券;上海将于12月份发放第三轮“乐品上海”餐饮消费券,共计3个批次,时间具体为12月7日、14日和28日。国金证券指出,消费券发放进一步扩大了活动覆盖对象范围。消费券对餐饮业有直接拉动作用,有利于刺激当地餐饮行业的消费需求。中信证券此前指出,消费是明年扩内需的胜负手。预计超长期特别国债支持消费力度有望在今年1000-1500亿的水平上有所提升,或达到2000-3000亿元。

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