智通财经APP获悉，高盛发布研报称，引用旅游行业专家分析认为，过去十一黄金周，整体旅游需求保持稳健。期间酒店的平均每日房价(ADR)及每间可售房收入(RevPar)转为正增长，行业整体增幅为中至高单位数。不过，专家预期酒店加盟商增加供应将持续带来压力，尤其在中高端细分市场。至于线上旅游平台的整体竞争则温和，因规模较小或新加入的经营商缺乏供应链及规模优势，只能在特定细分领域进行竞争。
在行业偏好方面，该行继续看好酒店板块，如华住集团(01179,HTHT.US)及亚朵(ATAT.US)，因预期线上旅游平台竞争及酒店业供应增长放缓下，每间可售房收入前景将持续改善。
另外，该行认为澳门博彩行业受惠财富效应及博彩总收入低基数;较看好金沙中国(01928)及银河娱乐(00027)。对于近期市场忧虑短期博彩总收入及EBITDA下跌导致股价回调，该行认为市场反应略为过度。
该行同时吁买入携程集团(09961,TCOM.US)及中国国航(00753,601111.SH)，因两者均受惠于近期的长线出境游需求及机票价格好过预期。
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