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港股異動 | 餐飲板塊大漲 券商指連鎖餐企業績與估值有望迎來戴維斯雙擊
格隆匯 11-15 15:33
格隆匯11月15日丨餐飲板塊大漲,呷哺呷哺張8%、大快活漲7%,海底撈、奈雪的茶、海倫司漲超6%。方正證券指,11月11日,國務院聯防聯控機制綜合組發佈疫情防控優化20條措施,疫情管控持續向好,餐飲場景有望實現加速恢復,利好整體餐飲產業鏈。我們認為連鎖餐企的業績與估值有望迎來“戴維斯雙擊”,品牌週期處於成長期、成熟期基本面良好的餐飲企業配置性價比凸顯,建議關注九毛九、海底撈等股。

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