港股異動 | 百勝中國(9987.HK)漲近4% 獲貝萊德斥資13億增持299萬股
格隆匯12月22日丨百勝中國(9987.HK)現漲3.87%報451港元,暫成交1.4億港元,最新市值1887億港元。聯交所最新權益披露資料顯示,百勝中國於12月16日獲BlackRock, Inc.在場內以每股均價435.9707港元增持好倉299.135萬股,涉資約13.04億港元。增持後,其持好倉比例由6.46%上升至7.17%。中金近日發研報指,短期而言旅遊酒店及餐飲行業數據恢復仍存壓力,復甦路徑或曲折向好。中長期行業有望重拾增速,龍頭持續擴店提升市場份額,基本面修復仍能支撐較為可觀的股價彈性空間。大部分酒店餐飲龍頭在疫情期間實現了一定程度的逆勢擴店;後續結合業績兑現確定性和股價彈性空間選股。

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