本报告导读：国际局势动荡，黄金珠宝与部分大宗交易公司有望重估。继续看好旅游出行景气恢复。投资要点：投资观点：1、国际局势动荡，金价上涨，珠宝板块整体低估。推荐菜百股份、老铺黄金、六福集团、中国黄金、潮宏基、周生生等；同时，部分大宗交易企业有望间接受益，关注苏美达。2、继续看好旅游出行：酒店（推荐华住集团-S、首旅酒店、锦江酒店，建议关注亚朵），景区（推荐峨眉山A、九华旅游、黄山旅游、三峡旅游、...
Source Link本报告导读：国际局势动荡，黄金珠宝与部分大宗交易公司有望重估。继续看好旅游出行景气恢复。投资要点：投资观点：1、国际局势动荡，金价上涨，珠宝板块整体低估。推荐菜百股份、老铺黄金、六福集团、中国黄金、潮宏基、周生生等；同时，部分大宗交易企业有望间接受益，关注苏美达。2、继续看好旅游出行：酒店（推荐华住集团-S、首旅酒店、锦江酒店，建议关注亚朵），景区（推荐峨眉山A、九华旅游、黄山旅游、三峡旅游、...
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