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港股消費股集體走弱:海底撈、九毛九、攜程均跌超5%
格隆匯3月20日丨港股市場以體育用品、餐飲、旅遊等為主的消費類股今日集體下挫。其中,體育用品股中,李寧、安踏跌超4%,滔搏跌3%,特步跌超2%;餐飲股中,九毛九、海底撈跌超5%,譚仔國際、海倫司、百勝中國跌超3%,奈雪的茶跌近3%;旅遊股中,攜程集團跌超5%。中泰證券首席經濟學家李迅雷近日表示,雖然中央經濟工作會議提出要把恢復消費和擴大消費放在優先位置,但實際操作過程中可能面臨四個障礙:第一,收入分化和財富分化已經是全球普遍現象;第二,中國經濟過去主要靠投資拉動,從投資拉動模式向消費主導模式轉型難度較大;第三,當前中國居民的槓桿率水平偏高,償債壓力較大;第四,居民的社會保障程度偏低。

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