国金证券：酒店业周期配置迎窗口从情绪反弹转向对基本面定价

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智通财经APP获悉，国金证券发布研报称，酒店集团股价对RevPAR增速的变化趋势较为敏感，股价通常领先于RevPAR见顶或见底。RevPAR增速回升后，估值修复窗口将逐步打开。短期看，酒店行业在暑期前段或已触底。随需求滞后释放、天气扰动减弱、中秋假期前置、中小学秋假落地，行业有望重回景气;中期看，住宿餐饮业固定资产投资增速已大幅下降，供给增长预计回落，供需关系有望改善。长期看，连锁化率提升、加盟...

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国金证券：酒店业周期配置迎窗口 从情绪反弹转向对基本面定价

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国金证券：酒店业周期配置迎窗口从情绪反弹转向对基本面定价