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港股異動丨餐飲股大漲 奈雪的茶繼續漲超22% 昨日飆漲33%
格隆匯 02-27 09:48

港股餐飲股繼續上漲行情,昨日飆漲33%的奈雪的茶繼續上漲超22%,海倫司、呷哺呷哺大漲超10%,九毛九、海底撈漲超8%,海特國際、百勝中國跟漲。消息上,德邦證券表示,餐飲供應鏈板塊整體2024年業績承壓,期待後續終端需求回暖。由於終端需求持續減弱,餐飲供應鏈企業整體缺少增長動能,目前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。天風證券指出,競爭激烈下下遊連鎖化餐企優勢更明顯,降本增效訴求仍強。值得一提的是,2月26日上午,蜜雪冰城公開發售環節認購結束,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。(格隆匯)

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