投资观点：1、春节临近，休假制度持续优化，OTA反垄断。继续看好旅游出行相关板块：酒店（推荐华住集团-S、首旅酒店、锦江酒店，建议关注亚朵），免税，景区（推荐峨眉山A、九华旅游、黄山旅游、三峡旅游，建议关注陕西旅游）。2、金价大幅波动，普涨行情可能结束，建议挑选短期数据超预期、竞争格局改善的、估值较低的标的（推荐菜百股份、六福集团、老铺黄金）。3、AI 应用与低估值新消费：推荐康耐特光学、华图山鼎...
Source Link投资观点：1、春节临近，休假制度持续优化，OTA反垄断。继续看好旅游出行相关板块：酒店（推荐华住集团-S、首旅酒店、锦江酒店，建议关注亚朵），免税，景区（推荐峨眉山A、九华旅游、黄山旅游、三峡旅游，建议关注陕西旅游）。2、金价大幅波动，普涨行情可能结束，建议挑选短期数据超预期、竞争格局改善的、估值较低的标的（推荐菜百股份、六福集团、老铺黄金）。3、AI 应用与低估值新消费：推荐康耐特光学、华图山鼎...
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