中银国际研究报告指,内地官方数据显示2026年新年假期的旅游表现强劲,例如跨境游的日均数量按年上升28.6%。该行认为有关趋势是2025年的延续,即消费者倾向将更多旅行作为体验式消费的一部分。该行预期短期内海南的旅游零售业将显著受惠,而中国线上旅游平台则将是长期的结构性赢家,因为虽然目前存在一些地区性摩擦,但出境旅游正变得更加便利。展望2026年,该行继续看好携程集团(09961.HK) ,预计其...
Source Link中银国际研究报告指,内地官方数据显示2026年新年假期的旅游表现强劲,例如跨境游的日均数量按年上升28.6%。该行认为有关趋势是2025年的延续,即消费者倾向将更多旅行作为体验式消费的一部分。该行预期短期内海南的旅游零售业将显著受惠,而中国线上旅游平台则将是长期的结构性赢家,因为虽然目前存在一些地区性摩擦,但出境旅游正变得更加便利。展望2026年,该行继续看好携程集团(09961.HK) ,预计其...
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