服务产业迎政策利好,新消费景气持续

海通国际
Nov 12

(以下内容从海通国际《服务产业迎政策利好,新消费景气持续》研报附件原文摘录)投资建议:服务消费、符号与情绪价值、渠道调改与新技术投资建议及推荐标的:1)服务消费迎来较多催化,教育板块推荐:天立国际控股、学大教育,相关标的:凯文教育。新消费估值低、景气度高。现制饮品推荐:古茗;相关标的:蜜雪冰城。出行链推荐:携程集团、同程旅行、华住集团,相关标的:亚朵。2)情绪价值消费结构景气,潮玩IP推荐:...

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