投资要点:黄金珠宝:国际金价高位震荡,保值增值属性有望促进金饰消费。短期金价大幅波动对克重产品销售影响明显,待民众对高金价逐步接受后终端消费有望回补。建议关注一口价产品占比高的老铺黄金,公司产品价格相对稳定,金价持续上行受益;其他建议关注潮宏基、曼卡龙。文旅:出行链下半年关注海南免税与旅游公司资产收并购两条主线。海南离岛免税政策方面,本周财政部等国家部委研究制定并出台《公告》,为激发海南消费市场...
Source Link投资要点:黄金珠宝:国际金价高位震荡,保值增值属性有望促进金饰消费。短期金价大幅波动对克重产品销售影响明显,待民众对高金价逐步接受后终端消费有望回补。建议关注一口价产品占比高的老铺黄金,公司产品价格相对稳定,金价持续上行受益;其他建议关注潮宏基、曼卡龙。文旅:出行链下半年关注海南免税与旅游公司资产收并购两条主线。海南离岛免税政策方面,本周财政部等国家部委研究制定并出台《公告》,为激发海南消费市场...
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