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港股異動丨餐飲股繼續下跌 海底撈、呷哺呷哺續刷階段新低
格隆匯 05-10 11:22
格隆匯5月10日丨港股餐飲股跌勢不止,呷哺呷哺跌6%續刷階段新低,九毛九、海底撈均走出4連跌行情,分別跌5.5%及3.4%,海底撈則再創階段新低價。大摩日前預計海底撈4月“翻桌率”遜於市場預期,此前年報顯示2020年淨利同比大降87%。2021年春節以來,港股餐飲龍頭集體大跌。海底撈、呷哺呷哺皆已腰斬,九毛九相對較強,僅回撤20%。業內人士稱,隨着通脹預期升温及美債收益率飆升,市場氛圍轉淡,一些高估值的餐飲龍頭紛紛遭市場拋售。

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