元旦假期临近 餐饮股集体走高 呷哺呷哺(00520)涨6.12%

金吾财讯
31 Dec 2024

金吾财讯 | 元旦假期临近,餐饮股集体走高,呷哺呷哺(00520)涨6.12%,青啤(00168)涨5.84%,海底捞(06862)涨5.16%,九毛九(09922)涨3.86%,颐海国际(01579)涨3.05%,百威亚太(01876)涨1.89%,周黑鸭(01458)涨1.75%。元旦将至,届时港股、A股及美股市场均休市。中金公司近日研报表示,餐饮文旅政策扩容有望带来需求回暖和量价拐点。部分子行业(如餐饮)已局部出现低价促销趋缓和格局趋稳的现象,如有更多更大力度的政策落地(如消费券、促民生、冰雪经济、促就业等直接和间接提振社服消费的政策),该行认为行业有望迎来需求回暖和量价拐点。

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