本报告导读：推荐出行产业链、黄金珠宝、AI+等方向。投资要点：投资观点：1、【交运股份】与【上海久事】资产置换。2、旅游出行政策催化有望持续。建议关注：OTA(携程 同程)，酒店(（相关标的）亚朵、华住、首旅、锦江、君亭)，景区(峨眉山、三峡旅游、长白山)。3、竞争格局大幅改善：菜百股份、华图山鼎。4、AI 应用行情启动：康耐特光学、青木科技、天立国际控股、焦点科技、小商品城、孩子王，（相关标的）...
Source Link本报告导读：推荐出行产业链、黄金珠宝、AI+等方向。投资要点：投资观点：1、【交运股份】与【上海久事】资产置换。2、旅游出行政策催化有望持续。建议关注：OTA(携程 同程)，酒店(（相关标的）亚朵、华住、首旅、锦江、君亭)，景区(峨眉山、三峡旅游、长白山)。3、竞争格局大幅改善：菜百股份、华图山鼎。4、AI 应用行情启动：康耐特光学、青木科技、天立国际控股、焦点科技、小商品城、孩子王，（相关标的）...
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