华创证券：服务消费进入发展快车道政策聚力助力行业跃升

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智通财经APP获悉，华创证券发布策略研报称，服务消费正迎来历史性机遇，建议聚焦四条主线：1)经营拐点：受益于需求复苏的酒店、免税、博彩;2)新供给：具备国资背景和资产注入预期的景区;3)价值重估：商业模式优越、有望受益于市场高景气的OTA;4)格局优化：连锁化率提升、景气度修复的餐饮。同时关注入境游复苏带来的增量机会。华创证券主要观点如下：社会消费品零售总额市场规模超过50万亿，服务消费已成为拉动...

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华创证券：服务消费进入发展快车道 政策聚力助力行业跃升

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华创证券：服务消费进入发展快车道政策聚力助力行业跃升