华西证券：清明假期旅游市场量价齐升关注四条投资主线

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华西证券发布研究报告称，清明假期旅游市场热力十足，人均消费超疫前。该行建议关注以下四条投资主线：1)顺周期预期底部，关注经营改善估值修复;2)个性化需求推动细分赛道崛起，关注成长与防御属性兼备的黄金珠宝、IP价值不断提升的潮玩板块;3)基于供应链优势的国货出海有望持续高景气，相关公司业绩高增长确定性强，业绩兑现力有望持续被市场验证;4)性价比消费+库存压力+线下成本下行，线下零售新业态有望引领...

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华西证券：清明假期旅游市场量价齐升 关注四条投资主线

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华西证券：清明假期旅游市场量价齐升关注四条投资主线