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港股異動丨餐飲股走強 海底撈一度漲超7%,百勝中國漲近4% 促消費專項方案重磅落地
格隆匯 03-17 09:42

促消費專項方案重磅落地,港股餐飲股盤初拉昇走強,其中,呷哺呷哺漲超10%,海底撈一度漲超7%,百勝中國漲近4%,特海國際、海倫司漲3.5%,九毛九、奈雪的茶漲超2%。消息上,中辦、國辦近日印發《提振消費專項行動方案》,行動方案部署了8方面30項重點任務,疊加此前政府工作報告明確將提振消費作爲今年政府工作首要任務,以及家電“以舊換新”等一系列支持性政策不斷落地,當前投資機構對消費板塊的關注度和佈局熱情不斷升溫。業內人士表示,消費在2025年有望成爲AI+之外的第二主線,在經歷前期對中國科技股的價值重估之後,消費板塊很可能成爲外資下一個關注方向。華泰證券指出,看好2025年大消費板塊配置機遇,情緒消費、國貨崛起、AI+消費、銀髮經濟等有望成爲結構性投資主線,繼續看好消費基本面逐步向好,以及消費龍頭的估值重塑行情。(格隆匯)

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