华住集团-S（01179）今日盘中大涨5.75%，股价报33.1港元，成交额达6437.14万港元，引发市场关注。
消息面上，摩根士丹利近日发布研报，指出第三季度酒店行业的每间可售房收入（RevPAR）跌幅收窄，主要受9月表现优于预期所带动。该行预期华住集团第三季度业绩将好于预期，有望展现正面的RevPAR趋势及营运杠杆效益。
同时，国信证券表示，酒店行业三季度RevPAR降幅环比持续收窄，关注周期向好与个股经营动能变化。分析师预计，若政策带动商旅需求企稳叠加休闲旅游假期灵活安排，行业估值往往早于周期拐点先行修复。这些积极因素可能是推动华住集团股价上涨的主要原因。
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