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港股異動丨節假日概念股表現活躍 “五一”小長假來臨之際,多地密集發放消費券
格隆匯4月28日丨九毛九和華住集團漲逾4%,同程旅行和攜程集團漲逾3%。“五一”小長假即將來臨,為了促進假日消費,北京、深圳、長沙、石家莊等多地均發放了消費券,涉及數碼家電、百貨商超、時尚服飾、美食餐飲、扶貧產品等多個消費業態。國泰君安研報顯示,政府發放消費券,一方面有利於促進短期消費、恢復消費信心,另一方面通過對商家的間接補貼,增加商家短期收入、緩解經濟低迷時期商家經營壓力。同時,消費券具有一定的“乘數效應”,每投放1元的消費券,大約可產生2~3倍的直接消費乘數。

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