《大行》中金:休闲旅游需求释放 看好瑞幸、亚朵(ATAT.US)和中免(01880.HK)等

阿斯达克财经
Feb 10

中金发表研究报告指出,观察到2026年春运首周人员流动稳健增长、2026年春节假期机酒预订表现较好,看好最长春节期间休闲旅游需求释放。此外,在社服行业呈现出需求企稳筑底或回升(如免税)、供给端竞争趋缓格局趋稳(如酒店、咖啡、部分餐饮)的背景下,继续看好实现价格止跌回升或同店修复的优质龙头企业。该行看好最长春节期间休闲旅游需求释放,据交通运输部数据和该行测算,春运前7天(2月2日至7日)全社会跨区域...

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