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中信证券:餐饮行业估值落至低点 配置吸引力逐渐提升

Securities Times ·  Dec 17, 2023 19:37

证券时报e公司讯,中信证券研报称,餐饮行业增速企稳,企业表现延续分化,短期建议关注火锅品类旺季催化。当前步入估值切换期,基于成长性来看,餐饮估值已回落至低点,配置吸引力逐渐提升。从类别来看,推荐品类红利较强、品牌势能向上的平价咖啡赛道。

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