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港股異動丨餐飲股多數繼續上漲 奈雪的茶一度漲超20% 百勝中國4連漲
格隆匯 02-28 11:14
港股餐飲股多數繼續上漲,尤其是奈雪的茶盤中再度漲超20%,近3日累計漲幅近乎翻倍,上海小南國漲9.5%,百勝中國續漲2.66%錄得4連升,敘福樓集團、小菜園、力寶跟漲。消息上,中原證券最新表示,食品飲料板塊自2月6日起累計多個交易日上行,板塊回暖明顯,上行行情有望延續。市場整體回暖及政策東風等宏觀因素是食飲板塊觸底的核心原因。儘管相比十年前,當前食飲行業整體的高增長收斂,但是其內部新興的市場卻層出不窮。值得注意的是,蜜雪冰城融資認購倍數達到5125倍,認購金額達到1.77萬億港元,遠超2021年快手創下的1.26萬億港元紀錄。德邦證券表示,目前餐飲供應鏈企業大部分公司估值水平已經處於歷史較低水平,安全邊際充足,後續期待伴隨政策面促進終端消費。(格隆匯)

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