大和：内地农历新年假期消费表现鼓舞推荐古茗(01364)等

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智通财经APP获悉，大和发布研报称，农历新年假期消费表现鼓舞，餐饮旅游需求强劲。建议优先配置餐饮旅游需求受惠股，首选古茗(01364)、百胜中国(09987)、农夫山泉(09633)、康师傅控股(00322) 、华润啤酒(00291)及贵州茅台(600519.SH)。报告指，注意到中国经济出现复通胀的初步迹象，主要由服务消费驱动，体现于餐饮、旅游、交通及住宿领域的价格上涨与促销活动减少。 ...

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大和：内地农历新年假期消费表现鼓舞 推荐古茗(01364)等

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大和：内地农历新年假期消费表现鼓舞推荐古茗(01364)等