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港股異動丨餐飲股走強 呷哺呷哺(0520.HK)升6%再創新高
格隆匯 12-09 12:00
格隆匯12月9日丨港股餐飲股集體上揚,呷哺呷哺升6%再次破頂,九毛九漲5.5%逼近歷史高位,百勝中國、大快活等皆上漲。
近期餐飲板塊持續活躍,呷哺呷哺10月以來累計大漲100%,九毛九亦在高位徘徊。東吳證券日前指出,餐飲景氣低谷已過,環比復甦持續。自20年4月以來,餐飲行業收入累計同比降幅持續收窄,行業景氣度持續提升。
浙商證券稱,三駕馬車中,消費將成為2021年拉動經濟增長的主動力,保持向上改善勢頭。邏輯是,消費受疫情衝擊最大,向上修復空間也最大,目前出現加速修復的特徵。

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