国泰海通：消费政策利好文旅行业迎来消费回暖

智通财经网01-08

智通财经APP获悉，国泰海通发布研报称，龙头旅游企业受益于政策支持，随着职工文体消费的增长，预计这些企业将在短期内受益于政策推动，长期则有望实现业绩的持续增长。特别是在景区年票、文旅消费券等优惠措施的推动下，相关行业的消费需求将进一步释放，带来潜在的增长机会。重点关注：1、旅游数据有望持续超预期，继续看好出行链。2、竞争格局大幅改善。3、红利股。4、AI+。5、超跌股。国泰海通主要观点如下：四部委...

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国泰海通：消费政策利好 文旅行业迎来消费回暖

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国泰海通：消费政策利好文旅行业迎来消费回暖