金吾财讯 | 中国银河证券表示，综合节前预测数据，假期前六日居民出游需求整体好于预期，虽增速环比五一假期放缓，但该机构认为一方面因基数提升，另一方面则受5-6日部分区域遭遇台风天气影响，导致5-6日全国高铁、民航发送旅客增速显著放缓。据灯塔数据不完全统计，假期前六日国内演出市场票房129亿/同比+130%，其中音乐类票房118亿同比+125%。虽然灯塔数据受统计报送影响，口径上存一定不可比性，但该机构认为演出市场的火爆仍是毋庸置疑的事实。自上而下看，在服务消费成为提振内需重要抓手+地方政府通过举办大型演出、赛事活动获得拉动地方消费的良好效果后，过往针对营业性演出、体育赛事和各类大型群众性活动的审批流程不断优化，正推动优质演唱会、体育赛事数量持续增加。该机构指，中秋国庆假期服务消费韧性显著，在服务消费成为提振内需重要抓手背景下，建议重点关注线下服务消费的受益业态。
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