九毛九、奈雪的茶及海倫司漲近8%-12% 滬深先後出台刺激消費措施
內地疫情緩和,加上深滬先後出台刺激消費等重振經濟方案,其中上海昨日公布50條助企紓困措施,包括緩繳「五險一金」和稅款,加大退稅和減稅力度,以及對餐飲、零售及旅遊等七個特困行業中不裁減人力者每人補貼600元人民幣,預計全年為市場主體減負3,000億人民幣。
相關板塊除內需股受捧外,餐飲股也明顯上揚,其中九毛九(09922.HK)一舉突50天、100天、10天及20天線(15.86-16.47元),股價最多急漲11%高見17.38元,現報16.82元,上漲7.7%,成交增至1,507萬股。奈雪的茶(02150.HK)曾挑戰百天線(5.82元),最多急漲13.6%高見5.84元,現報5.64元,急漲9.7%,成交增至468萬股。內地最大連鎖酒館海倫司(09869.HK)三連升,股價升破50天線(11.66元),最高見12.3元,現報12.22元,急漲12%,成交急增至725萬股。
呷哺呷哺(00520.HK)重越10天及20天線,最高見3.4元,現報3.36元,漲6%。藍籌海底撈(06862.HK)升破50天線,最高見14.8元,現報14.5元,回升8.4%。
百勝中國-S(09987.HK)及周黑鴨(01458.HK)高見347.6元及4.14元,現報346元及4.07元,分別續升2.8%及回升3.3%。
深圳將通過藍籌京東(09618.HK)及美團(03690.HK)平台分別發放消費券及新一輪3,000萬元數字人民幣紅包。美團兩連升,今天曾漲7.9%高見176.8元(暫受制百天線),現報175.1元,續升6.8%;京東高見219.2元,現報218.2元,續升4.7%。
此外,同程旅行(00780.HK)及攜程(09961.HK)三連升,股價分別升破百天線(14.3元)及20天線(168.9元),最高見14.88元及174.1元,現報14.56元及173.4元,續升4%及4.2%。
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