《大行》大和:内地农历新年假期消费表现鼓舞 荐古茗(01364.HK)百胜中国(09987.HK)农夫山泉(09633.HK)等

阿斯达克财经
Yesterday

大和发表报告指,农历新年假期消费表现鼓舞,餐饮旅游需求强劲。建议优先配置餐饮旅游需求受惠股,首选古茗(01364.HK) 、百胜中国(09987.HK) 、农夫山泉(09633.HK) 、康师傅(00322.HK) 、华润啤酒(00291.HK) 及茅台(600519.SH) 。报告指,注意到中国经济出现复通胀的初步迹象,主要由服务消费驱动,体现于餐饮、旅游、交通及住宿领域的价格上涨与促销活动减少...

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