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港股異動 | 餐飲板塊反彈 機構指行業中長期復甦確定性較高
格隆匯3月3日丨海底撈、百勝中國漲近5%,九毛九漲4%,呷哺呷哺漲2%。廣發證券(香港)指出,受到疫情多點散發的影響,社零餐飲增速連續回落,短期復甦仍有較大的壓力。但餐飲行業具備較強的剛需屬性,預計隨着疫情得到控制,行業中長期回暖復甦的確定性較高。建議關注業績穩健,同時具備提價能力和快速拓店能力的餐飲龍頭九毛九及百勝中國。該行還預計在新冠特效藥上市和政策暖風的扶持下,餐飲行業有望在疫情防控逐步放鬆下迎來複蘇拐點。

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