长假将至，这个板块提前“躁动”，连比尔·盖茨都在加码！

上海证券报2021-09-11

当前全球旅游业仍未完全复兴，但前世界首富比尔·盖茨却在“一掷千金”地加码。当地时间9月8日，四季酒店集团宣布，比尔·盖茨的家族投资办公室——瀑布投资将支付近143亿元，购买沙特王子瓦利德·本·塔拉勒持有的四季酒店23.75%的股份。至此，瀑布投资的股份将增至71.25%，成为绝对控股股东。国内方面，随着中秋小长假与十一黄金周来临，A股酒店旅游板块近期也出现集体大涨。9月10日，桂林旅游、...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

李炳华
2021-09-11
李炳华
为我点个赞
JanetXinru
2021-09-11
JanetXinru
B
- JanetXinru:
  Hj
FONG3993
2021-09-11
FONG3993
[得意] 😃
- TradeBuddy88:
  久违的复苏板块

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1135750689?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","is_english":false,"pubTime":"2021-09-11 10:54","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1135750689","market":"sh","top_or_hot":-1,"title":"长假将至，这个板块提前“躁动”，连比尔·盖茨都在加码！","media":"上海证券报","content":"<div>\n<p>当前全球旅游业仍未完全复兴，但前世界首富比尔·盖茨却在“一掷千金”地加码。\n当地时间9月8日，四季酒店集团宣布，比尔·盖茨的家族投资办公室——瀑布投资将支付近143亿元，购买沙特王子瓦利德·本·塔拉勒持有的四季酒店23.75%的股份。至此，瀑布投资的股份将增至71.25%，成为绝对控股股东。\n国内方面，随着中秋小长假与十一黄金周来临，A股酒店旅游板块近期也出现集体大涨。9月10日，桂林旅游、...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/8D1HnuQn1YZPZkWN4k0vMw\">网页链接</a>\n\n</div>\n","source":"shzqb","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>长假将至，这个板块提前“躁动”，连比尔·盖茨都在加码！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n长假将至，这个板块提前“躁动”，连比尔·盖茨都在加码！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 10:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/8D1HnuQn1YZPZkWN4k0vMw><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当前全球旅游业仍未完全复兴，但前世界首富比尔·盖茨却在“一掷千金”地加码。\n当地时间9月8日，四季酒店集团宣布，比尔·盖茨的家族投资办公室——瀑布投资将支付近143亿元，购买沙特王子瓦利德·本·塔拉勒持有的四季酒店23.75%的股份。至此，瀑布投资的股份将增至71.25%，成为绝对控股股东。\n国内方面，随着中秋小长假与十一黄金周来临，A股酒店旅游板块近期也出现集体大涨。9月10日，桂林旅游、...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/8D1HnuQn1YZPZkWN4k0vMw\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"000978","symbol_name":"桂林旅游","start_time":0,"source_url":"https://mp.weixin.qq.com/s/8D1HnuQn1YZPZkWN4k0vMw","article_id":"1135750689","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086"],"rights":{"source":"shzqb","url":"https://mp.weixin.qq.com/s/8D1HnuQn1YZPZkWN4k0vMw","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1135750689","pubTimestamp":1631328888,"columns":[],"sourceInfo":{"source_id":"shzqb","name":"上海证券报"},"weMediaInfo":null,"summary":"当前全球旅游业仍未完全复兴，但前世界首富比尔·盖茨却在“一掷千金”地加码。\n当地时间9月8日，四季酒店集团宣布，比尔·盖茨的家族投资办公室——瀑布投资将支付近143亿元，购买沙特王子瓦利德·本·塔拉勒","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"600749":"西藏旅游","000978":"桂林旅游"},"translate_title":"As the long holiday approaches, this sector is \"restless\" ahead of time, and even Bill Gates is overweight!","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/541f43d112ada84977376e80bb76cb3b","symbols_score_info":{"600749":0.9,"000978":0.9},"content_text":"当前全球旅游业仍未完全复兴，但前世界首富比尔·盖茨却在“一掷千金”地加码。\n当地时间9月8日，四季酒店集团宣布，比尔·盖茨的家族投资办公室——瀑布投资将支付近143亿元，购买沙特王子瓦利德·本·塔拉勒持有的四季酒店23.75%的股份。至此，瀑布投资的股份将增至71.25%，成为绝对控股股东。\n国内方面，随着中秋小长假与十一黄金周来临，A股酒店旅游板块近期也出现集体大涨。9月10日，桂林旅游、西藏旅游、长白山、中国中免等涨幅居前。\n不少券商研报认为，假期临近，板块将迎旺季行情，酒店、景区、演艺、免税龙头迎来窗口配置期。\n比尔·盖茨为“情怀”买单？\n当地时间9月8日，四季酒店集团发布新闻稿称，比尔·盖茨的家族投资办公室——瀑布投资（Cascade Investment LLC）将支付22.1亿美元（约143亿元）购买沙特王子瓦利德•本•塔拉勒Kingdom Holding Company持有的四季酒店集团股份的一半，即23.75%股份。\n比尔·盖茨一直是四季酒店的忠实拥护者与大股东。外媒报道，盖茨通过出售微软股票为瀑布投资提供资金。这笔22.1亿美元的现金交易，将盖茨对四季酒店的持股比例从47.5%提高到71.25%，巩固了对这家估值为100亿美元的豪华酒店运营商的控制权。该交易预计将于2022年1月完成。\n四季酒店的股东于2007年将公司私有化，当时它管理着74家酒店。目前，该连锁酒店管理着121家酒店和度假村，以及46处住宅物业，并有50多个正在开发的项目。\n疫情对酒店业冲击巨大，入住率锐减。美国酒店行业协会在2020年6月表示，2020年酒店入住率是有记录以来最差的一年，平均为40%，并预计到2022年才会恢复到疫情前的水平。\n2021年，国际酒店行业整体回暖。各大国际酒店巨头半年报显示，万豪、希尔顿、雅高、温德姆、洲际均告盈利，一扫阴霾。其中，万豪上半年收入达54.65亿美元，净利润4.11亿美元，较之去年同期净亏损2.03亿美元，同比呈现较大增幅。这些酒店最亮眼的成绩单普遍来自于大中华区市场。\n市场分析认为，比尔·盖茨这次的“豪赌”，是因为看好后疫情时代的旅游及酒店业复苏。全球酒店业趋势已经扭转，行业景气度趋势持续回升。美国酒店业已经进入复苏模式，中国酒店业复苏情况更为乐观。\nA股旅游酒店板块集体大涨\n9月10日，A股酒店旅游板块集体大涨。Wind数据显示，酒店、度假村与豪华游轮指数（882457.WI）午市收盘报13567.70点，涨幅为2.94%，19只个股上涨，1只个股平盘，12只个股下跌。其中，桂林旅游、西藏旅游、长白山等大涨。\n\n自8月1日以来，桂林旅游震荡上行，股价已涨逾45%，目前每股报6.72元。\n\n西藏旅游也在8月初迎来强势反弹。8月2日收报每股9.10元，9月10日收盘报12.57元，股价已上升近40%，近20日主力资金净流入超9000万。\n据Wind数据统计，桂林旅游、天目湖、首旅酒店等也是近期资金重点布局的标的。其中，桂林旅游近20日主力净流入6900万，天目湖近20日主力净流入4000万，首旅酒店近20日主力净流入超1亿，支撑股价上涨。\n旅游行业再迎传统旺季\n双节将至，受压抑的旅游需求被重新激活。不少券商分析师认为，中秋节与十一黄金周旅游酒店板块含金量高，成色十足。\n8月底起，随着全国风险地区不断清零，多地发布通知，恢复跨省团队旅游及“机票+酒店”经营服务。目前，全国高风险区已清零。这意味着，全国大部分省市都已符合跨省游恢复条件，对旅游业无疑是一大利好消息。\n万联证券研报预计，十一黄金周旅游市场将继续延续复苏趋势，短期来看，受压抑的旅游需求转向国内市场，景区、酒店业绩改善明显，看好各细分板块布局国内旅游市场的龙头企业。\n万联证券建议投资者重点关注：受益于旅游和商务出行活动逐步恢复的酒店龙头；受益于旅游活动逐步恢复的景区龙头；积极转变发展模式且与免税合作的头部旅行社；受益消费回流和免税新政的免税板块。\n国海证券则表示，酒店、餐饮、旅游等为代表的可选消费全面复苏时间可能延后，但不会缺席。建议关注有望持续受益的宋城演艺、中国中免、首旅酒店等。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":881677049,"gmtCreate":1631337031381,"gmtModify":1631891551970,"author":{"id":"3584198048435956","authorId":"3584198048435956","name":"李炳华","avatar":"https://static.tigerbbs.com/a7c49eacbe408c643a48404c4f3abf8e","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3584198048435956","authorIdStr":"3584198048435956"},"htmlText":"为我点个赞","listText":"为我点个赞","text":"为我点个赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881677049","repostId":1135750689,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":881651591,"gmtCreate":1631334116214,"gmtModify":1631886838149,"author":{"id":"3573976318383866","authorId":"3573976318383866","name":"JanetXinru","avatar":"https://static.tigerbbs.com/6684e4383a1bbe361c14eb7ce56ede5f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3573976318383866","authorIdStr":"3573976318383866"},"htmlText":"B","listText":"B","text":"B","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/881651591","repostId":1135750689,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5828830,"gmtCreate":1631334126253,"gmtModify":1631886838150,"authorId":3573976318383866,"author":{"id":3573976318383866,"idStr":"3573976318383866","authorId":3573976318383866,"name":"JanetXinru","avatar":"https://static.tigerbbs.com/6684e4383a1bbe361c14eb7ce56ede5f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":881651591,"type":1,"supId":0,"prevId":0,"content":"Hj","text":"Hj","html":"Hj"}],"langContent":"EN"},{"id":881629451,"gmtCreate":1631332907073,"gmtModify":1631889327703,"author":{"id":"3580501474595117","authorId":"3580501474595117","name":"FONG3993","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3580501474595117","authorIdStr":"3580501474595117"},"htmlText":"[得意]&nbsp;😃","listText":"[得意]&nbsp;😃","text":"[得意] 😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/881629451","repostId":1135750689,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5828735,"gmtCreate":1631333552958,"gmtModify":1631889327705,"authorId":3586742601574172,"author":{"id":3586742601574172,"idStr":"3586742601574172","authorId":3586742601574172,"name":"TradeBuddy88","avatar":"https://static.tigerbbs.com/0e55ddfebeb08959b96f9051a9d55971","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":881629451,"type":1,"supId":0,"prevId":0,"content":"久违的复苏板块","text":"久违的复苏板块","html":"久违的复苏板块"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":82,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1135750689"}