异动丨餐饮股继续下跌,海底捞、呷哺呷哺续刷阶段新低

老虎资讯综合2021-05-10

5月10日,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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Comments

  • 盈赢家
    2021-05-10
    盈赢家
    ?
  • 张狗剩
    2021-05-10
    张狗剩
    關鍵還是之前漲得太多了
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