国金证券：下半年重点看好休闲游、性价比餐饮以及银发经济三大方向

智通财经06-04

智通财经APP获悉，国金证券发布研报称，24年初以来消费者服务需求整体股价表现偏弱，细分板块中景区板块受益于休闲旅游需求持续释放及文旅热点事件催化相对领跑，而酒店3层面面临供给回升、商旅需求波动压力，餐饮短期面临降客单、降频压力。当前市场对消费者服务关注度由“恢复弹性”逐渐向“可持续性”切换。重点看好休闲游、性价比餐饮、银发经济三大方向，重点标的携程(09961)、亚朵(ATAT.US)、百胜中国...

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