智通财经APP获悉，餐饮股延续跌势，截至发稿，海伦司(09869)跌4.44%，报2.58港元；呷哺呷哺(00520)跌3.64%，报1.06港元；九毛九(09922)跌2.99%，报3.57港元；特海国际(09658)跌1.35%，报22港元。
高盛发布研报称，11月餐饮业同店销售额持续疲软，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。
华创证券指出，从生意属性上看，餐饮相对可选，与居民当期收入及后续预期强相关，位于改善传导链的中后阶段，客观而言，目前行业经营压力依旧较大。该行指出，餐饮作为服务消费的核心产业，市场容量接近5万亿，是发挥乘数效应、拉动消费改善的重要发力点之一，后续政策支持力度有望加大，来年在低基数下有望逐步企稳修复。
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