本周餐饮旅游板块指数本周上涨2.54%，表现弱于沪深300 指数(上涨2.79%)和创业板指数(上涨3.89%)；商贸零售板块指数上涨4.43%，表现强于沪深300指数和创业板指数。本周子板块相关观点：1）电商：看好阿里云业务增长潜力，推荐阿里巴巴；龙头电商公司估值低位，推荐拼多多、京东集团、唯品会。2）本地生活：美团竞争扰动不改公司长期竞争力与投资价值。3）出行：看好后续旅游板块延续高景气度，...
Source Link本周餐饮旅游板块指数本周上涨2.54%，表现弱于沪深300 指数(上涨2.79%)和创业板指数(上涨3.89%)；商贸零售板块指数上涨4.43%，表现强于沪深300指数和创业板指数。本周子板块相关观点：1）电商：看好阿里云业务增长潜力，推荐阿里巴巴；龙头电商公司估值低位，推荐拼多多、京东集团、唯品会。2）本地生活：美团竞争扰动不改公司长期竞争力与投资价值。3）出行：看好后续旅游板块延续高景气度，...
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