智通财经APP获悉，食品饮料股走高，截至发稿，周黑鸭(01458)涨7.39%，报2.47港元；华润饮料(02460)涨5.09%，报14.86港元；卫龙美味(09985)涨5.05%，报17.06港元；康师傅控股(00322)涨2.94%，报14港元；农夫山泉(09633)涨1.93%，报36.95港元；统一企业中国(00220)涨1.56%，报9.14港元。
消息面上， 国泰海通证券指出，4月起美方新一轮关税提案将放大权益市场对外需及全球增长中枢的预期波动，预计短期内权益市场风险偏好或呈现下行，市场更偏好业绩、现金流及分红相对稳定品种；同时在扩内需的指引下，食品饮料后续有望迎来需求改善及业绩提振，配置价值凸显。
平安证券表示，随着促进消费政策的不断推出，以及居民收入和信心的逐步恢复，消费复苏将呈现前低后高的节奏，年内建议关注零食和餐饮产业链的投资机会。休闲零食方面，零食的渠道红利和产品红利仍在，一方面新渠道红利尚未结束，另一方面制造型企业不断推出新品抢占消费者心智，行业整体维持高景气。
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