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港股异动丨餐饮股继续下跌 海底捞、呷哺呷哺续刷阶段新低
格隆汇 05-10 11:22
格隆汇5月10日丨港股餐饮股跌势不止,呷哺呷哺跌6%续刷阶段新低,九毛九、海底捞均走出4连跌行情,分别跌5.5%及3.4%,海底捞则再创阶段新低价。大摩日前预计海底捞4月“翻桌率”逊于市场预期,此前年报显示2020年净利同比大降87%。2021年春节以来,港股餐饮龙头集体大跌。海底捞、呷哺呷哺皆已腰斩,九毛九相对较强,仅回撤20%。业内人士称,随着通胀预期升温及美债收益率飙升,市场氛围转淡,一些高估值的餐饮龙头纷纷遭市场抛售。

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