金吾财讯 | 餐饮股普遍受压，截至发稿，海伦司(09869)跌8.65%，九毛九(09922)跌5.85%，奈雪的茶(02150)跌4.76%，呷哺呷哺(00520)跌4.13%，海底捞(06862)跌2.27%。消息面上，高盛研报指，11月餐饮业同店销售额（SSSG）持续疲软，需求波动。关于政策刺激方面，该行看到更多城市/省份推出了餐饮消费券，但是，该行认为影响因品牌和地区而异，且该行覆盖的公司普遍尚未看到明显的提振效果。竞争方面，快餐和咖啡领域的竞争依然激烈但按顺序保持稳定。
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