海底捞一度暴跌超11%,节假日概念股集体承压,颐海国际、九毛九跌超3%

格隆汇
Yesterday

9月9日,港股节假日概念股普遍下跌,尤其是海底捞盘初一度跌超11%以上,最低跌至10港元触及此前的历史低位,同程旅行跌超4%,颐海国际跌3.5%,并且录得3连跌刷新阶段新低,九毛九跌超3%,华住集团、青岛啤酒股份、携程集团跌超2%。

消息面上,海底捞市前出现约2.59亿股大额成交,市场猜测其大股东(张勇妻子舒萍)已完成减持,涉及金额约27.5亿港元。摩根士丹利指出,该减持短期内将对市场情绪造成压力。

从板块联动看,节假日概念股整体承压,同程旅行、颐海国际等相关个股也同步走低,显示市场对消费复苏节奏的判断仍偏谨慎。

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