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中資餐飲股普遍逆市反覆造好 海底撈(06862.HK)倒升8.6%
內地昨日(14日)新增本土確診病例692例,新增本土無症狀感染者1,620例。然而,中資餐飲股今天普遍逆市造好,尤其是藍籌海底撈(06862.HK)發盈警料中績盈轉蝕2.25-2.97億人民幣,但指6月以來餐廳經營表現月度環比明顯好轉。該股今早低開報15.88元獲承接,掉頭高見17.66元,創逾一個月高,現報17.42元,倒升8.6%,爲最強藍籌,成交增至2,173萬股。 呷哺呷哺(00520.HK)也發盈警料中期虧損擴至2.7-2.9億人民幣,遠超去年同期蝕4,700萬人民幣。董事長透露正在推進將業務推向馬來西亞,在當地構建供應鏈。該股今早低見3.07元也獲承接,掉頭倒升高見3.28元,現價3.21元,倒升1.6%。 藍籌美團(03690.HK)三連升,今天高低見183.4元/178.5元,現報182.3元,倒升1.8%。九毛九(09922.HK)三連升,最高見19.46元,創逾一個月高,現報18.98元, 續升0.7%。奈雪的茶(02150.HK)反覆續升3.1%報5.6元。頤海(01579.HK)三連升,今天高低見22.5元/21.15元,現報22.4元,續升4.2%。周黑鴨(01458.HK)三連升,高低見3.96元/3.74元,現報3.91元,反覆續升1.6%。 然而,內地最大連鎖酒館海倫司(09869.HK)兩連跌,今早高低見13.64元/12.98元,現報13.2元,反覆續跌0.8%。百勝中國-S(09987.HK)扭兩連升,報380.4元,反覆回吐0.5%。 內地帶動經濟增長的「三頭馬車」7月數據均遜預期。此外,本港次季GDP按年續萎縮1.3%(前值萎縮3.9%),港府年內第三次下調全年GDP預測至介乎增長0.5%至萎縮0.5%。恆指連升兩天後,今早反覆回軟,高低見20,260/19,984,現報20,108,反覆回吐67點或0.3%,總成交額429億元。國指及科指現報6,840及4,333,跌0.2%及0.4%。
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