智通财经APP获悉，节假日概念股悉数上涨，截至发稿，美团-W(03690)涨14.42%，报196.8港元；周黑鸭(01458)涨7.98%，报2.03港元；华住集团-S(01179)涨5.58%，报32.15港元；美兰空港(00357)涨5.55%，报9.32港元；青岛啤酒股份(00168)涨4.36%，报63.45港元；同程旅行(00780)涨4.21%，报20.8港元。
消息面上，近期国内促消费利好政策频出。全国多地陆续推出新一轮消费券以刺激服务、商品消费，主要集中在餐饮、住宿、家居家装等领域。开源证券认为，2024年以来，我们看到北京市、四川省、湖北省等多地政府先后出台系列促消费政策，其中尤以消费券最为直接，政府牵头、政企联动，共同激发居民消费动力与信心。
据悉，携程国庆首日数据显示，假期第一天多地景区门票售罄，国内景区门票订单量同比去年增长37%，民宿预订量同比增长55%。与此同时，出境游也迎来了一波高峰，数据显示，“十一”首日出境游订单量同比去年增长近四成。另外，在全国各大旅游热门目的地，旅行社和酒店迎来预订高峰。
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