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內地餐飲股續漲3%-10% 獲高盛維持看好九毛九、周黑鴨及海倫司跑贏
恆指繼中午前高見22,414後,下午升幅收窄,曾回順至22,100邊,現報22,222,升503點或2.3%,總成交額1,503億元。 上海疫情受控,本周三恢復堂食,加上高盛維持內地餐飲股海倫司(09869.HK)、周黑鴨(01458.HK)、九毛九(09922.HK)及百勝中國-S(09987.HK)「買入」評級。海倫司及周黑鴨升幅最大,股價高見16.68元及5.23元,創逾三個月高,現報16.16元及5.1元,續漲9.9%及9%,成交增至780萬股及2,101萬股。 九毛九三連升,最高見20.6元,創逾四個月高,現報20.4元,續升9.3%;百勝中國高見364.8元,現報364.6元,續升逾4%。 無懼高盛維持「沽售」的藍籌海底撈(06862.HK)高見17.46元,創逾三個月高,現報17.24元,續升7.3%。美團(03690.HK)高見210元,現報204.2元,續升3.1%。呷哺呷哺(00520.HK)高見4.46元,現報4.26元,續升5.2%。頤海(01579.HK)高見25.15元,現報24.5元,續升3.6%。然而,遭高盛降級至「沽售」奈雪的茶(02150.HK)反覆逆軟曾低見6.73元。
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