新复苏:结构性因素助力部分行业经营企稳改善,进入向上通道。尽管在2023年以来的宏观环境变化下,消费总体承压,但其中亦孕育着一些结构性增长因素,并支撑部分行业逐渐走出底部区间。其中,酒店板块伴随着旅游需求持续增长及供给端增速有所放缓,行业在私人部门旅游消费需求驱动下供需走向再平衡;澳门博彩业在贵宾厅业务下滑、见底后,通过持续投入非博彩业务吸引客流;人力资源服务则通过调整业务结构、布局新兴产业人力...
Source Link新复苏:结构性因素助力部分行业经营企稳改善,进入向上通道。尽管在2023年以来的宏观环境变化下,消费总体承压,但其中亦孕育着一些结构性增长因素,并支撑部分行业逐渐走出底部区间。其中,酒店板块伴随着旅游需求持续增长及供给端增速有所放缓,行业在私人部门旅游消费需求驱动下供需走向再平衡;澳门博彩业在贵宾厅业务下滑、见底后,通过持续投入非博彩业务吸引客流;人力资源服务则通过调整业务结构、布局新兴产业人力...
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