Jingu Financial News | Guozheng International stated that although the total amount of consumer vouchers in Shanghai is limited, the demonstration significance is greater, and other cities in the future are expected to follow suit in stimulating policies. The bank particularly emphasizes the layout value of the dining sector, mainly because in the context of emotional reversal, the performance of the dining sector turns around quickly. For example, in this wave from October 22 to April 23 of the 22nd year, benefiting from retaliatory consumption after the epidemic was opened, the stock prices of dining enterprises all received a double-click from Davis, realizing a higher rebound. The bank believes that the current situation is similar to the previous market trend, and emotional recovery will start with sectors that are relatively easy to turn around from a fundamental perspective. Currently, the valuation of the sector is relatively low and has great layout value.
【券商聚焦】国证国际指上海消费券示范意义更大 餐饮板块具布局价值
【Brokerage Focus】Guosen Securities International points out that the demonstration significance of Shanghai consumer vouchers is even greater, with the dining sector having layout value.
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