商贸社服行业周报：淘宝全量上线退货宝服务拼多多降低先用后付服务费

招商证券股份有...09-18

本周餐饮旅游板块指数下跌3.78%，表现弱于沪深300 指数(下跌2.23%)和创业板指数(下跌0.19%)；商贸零售板块指数本周下跌2.07%，表现强于沪深300指数、弱于创业板指数。本周子板块相关观点：1）本地生活：外卖及到店空间与壁垒仍具，盈利弹性凸显，重点推荐美团。2）OTA：携程出境游&海外业务延续高增长，关注出境游修复进程及海外市场拓展情况，推荐携程集团。3）电商：龙头电商公司估值低位...

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商贸社服行业周报：淘宝全量上线退货宝服务 拼多多降低先用后付服务费

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商贸社服行业周报：淘宝全量上线退货宝服务拼多多降低先用后付服务费