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港股異動 | 餐飲走強 海倫司上揚超11%領漲 分析指短期調整不改復甦邏輯
格隆匯 07-13 11:24
格隆匯7月13日丨海倫司大漲逾11%領銜走高,奈雪的茶漲5.6%,海底撈漲近5%,九毛九、呷哺呷哺等均有漲幅。昨日酒店餐飲、汽車等可選消費板塊延續集體回調態勢。有部分機構仍看好其復甦邏輯,並已提前埋伏其中。多位業內人士表示,隨着經濟逐步修復,消費板塊有望迎來戴維斯雙擊,後續需緊密關注復甦力度和外資流向,靈活調倉。中信建投指出,下半年隨着經濟活動開始爬坡,餐飲產業鏈恢復加快,宴席消費場景將逐步迴歸正常狀態。

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