今日盘中，呷哺呷哺（00520）股价出现异动，大涨6.35%，报0.670港元。该股成交量达169.5万股，换手率0.16%，振幅4.76%。资金流向方面，该股今日净流入约51万港元。
餐饮股今日普遍走高，小菜园（00999）涨幅超10%，古茗（01364）和蜜雪集团（02097）涨幅均超7%。分析人士认为，这波上涨与近期政策面利好有关。商务部部长王文涛近日在《求是》杂志发文表示，将多措并举扩大服务消费，推动多个领域有序开放。目前，上海、北京等多个地区已在试点餐饮消费券，这或将成为刺激服务消费的重要方向。
此外，美国可能加征关税的消息也引发市场对提振内需消费的预期。工银瑞信基金指出，受关税冲击影响，全球经济发展不确定性加大，市场对提振消费扩内需的预期提升。国金证券也表示，美国加关税或将倒逼内需消费扩张，餐饮酒旅为代表的国内服务类消费或直接受益。在多重利好因素推动下，呷哺呷哺等餐饮股有望持续受益。
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