作者:方奕/陶前陈/张逸飞核心观点:国庆出行热度提升,而消费仍偏弱,小众性价比旅行以及新兴的体验式消费受到追捧。海外AI扩散,存储器大幅涨价;关税和供给扰动加剧,有色价格提升。投资要点▶国庆出游平价多元化,存储有色涨价。国庆假期叠加上周(10.01-10.12)中观景气表现分化,值得关注:1)国庆超长假期激发居民出游热情,全社会跨区域人员流动量创下历史新高,日均出游人次和日均旅游收入均较24年同期...
Source Link作者:方奕/陶前陈/张逸飞核心观点:国庆出行热度提升,而消费仍偏弱,小众性价比旅行以及新兴的体验式消费受到追捧。海外AI扩散,存储器大幅涨价;关税和供给扰动加剧,有色价格提升。投资要点▶国庆出游平价多元化,存储有色涨价。国庆假期叠加上周(10.01-10.12)中观景气表现分化,值得关注:1)国庆超长假期激发居民出游热情,全社会跨区域人员流动量创下历史新高,日均出游人次和日均旅游收入均较24年同期...
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