3月17日消息,港股餐饮股走强,小菜园涨超12%,呷哺呷哺涨超6%,海底捞、百胜中国涨超3%。
消息上,中办、国办近日印发《提振消费专项行动方案》,事关工资、生育、住房。《行动方案》部署了8方面30项重点任务,包括城乡居民增收促进行动、消费能力保障支持行动、服务消费提质惠民行动、大宗消费更新升级行动、消费品质提升行动、消费环境改善提升行动、限制措施清理优化行动、完善支持政策。叠加此前政府工作报告明确将提振消费作为今年政府工作首要任务,以及家电“以旧换新”等一系列支持性政策不断落地,当前投资机构对消费板块的关注度和布局热情不断升温。
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