本周餐饮旅游板块指数上涨0.65%,表现弱于沪深300 指数(上涨1.09%)和创业板指数(上涨3.17%);商贸零售板块指数本周下跌0.01%,表现弱于沪深300指数和创业板指数。本周子板块相关观点:1)餐饮:重点关注受益外卖大战的茶饮公司古茗、瑞幸咖啡、蜜雪集团、茶百道。2)电商:龙头电商公司估值低位,推荐拼多多、阿里巴巴、京东集团、唯品会。3)本地生活:美团竞争扰动不改公司长期竞争力与投资...
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