受冷空气影响,中东部地区近期迎来明显大风降温和降水过程,冰雪经济重回大众视野,相关概念热度显著提升,大连圣亚、海南机场连续上涨,旅游ETF(562510)在10月20日的成交额显著放量。航空板块业绩也有望迎改善节点,新航季时刻数同比持续收紧,景气呈现底部好转迹象,叠加“反内卷”和低基数,票价同比转正有望在四季度延续,同时油价下跌有望降低航司成本压力,共同改善航司盈利。旅游ETF(562510)跟踪...
Source Link受冷空气影响,中东部地区近期迎来明显大风降温和降水过程,冰雪经济重回大众视野,相关概念热度显著提升,大连圣亚、海南机场连续上涨,旅游ETF(562510)在10月20日的成交额显著放量。航空板块业绩也有望迎改善节点,新航季时刻数同比持续收紧,景气呈现底部好转迹象,叠加“反内卷”和低基数,票价同比转正有望在四季度延续,同时油价下跌有望降低航司成本压力,共同改善航司盈利。旅游ETF(562510)跟踪...
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