研报点睛：持续走高！关注暑期旺季催化

东方财富研究中心2025-06-26

6月26日，A股三大指数今日集体回调，截止收盘，沪指跌0.22%，收报3448.45点；深证成指跌0.48%，收报10343.48点；创业板指跌0.66%，收报2114.43点。盘面上，旅游酒店行业板块涨2.18%；个股方面，曲江文旅、天目湖涨停，君亭酒店、长白山等均有不同程度上涨。华福证券表示，关注暑期旺季催化，同时关注文旅结合IP的新消费逻辑延伸，以及“苏超”对于江苏区域性的主题带动。主题方面...

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