智通财经APP获悉，餐饮股早盘转跌，截至发稿，九毛九(09922)跌5.12%，报3.89港元；海伦司(09869)跌4.66%，报3.07港元；大家乐集团(00341)跌0.13%，报7.896港元。
高盛发布研报指出，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。
中信建投表示，9月以来，重磅会议持续释放出努力完成全年经济社会发展目标任务的鲜明政策信号，降准、降息、降存量房贷利率、支持地方化解政府政务风险、发行特别国债补充核心一级资本、运用各类工具推动房地产市场止跌回稳、加大对重点群体的支持保障力度等政策陆续发布。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。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.