高盛发表研究报告,指出疫后复常两年,中国旅游需求已大致恢复正常,预期内地明年出境游和入境游将同步增长,除对线上旅游平台(OTA)有利外,亦将推动酒店和航空业发展,目前预测中国旅游、休闲与交通板块股价会于明年首季末起企稳,酒店及航空公司估值料见低回升。该行同时亦看好澳门博彩行业可受惠于政策支持,市场情绪可能改善,预期该行业在市场竞争减缓下的利润压力将会减少。高盛现时较不看好的包括机场、免税及旅游科技...
Source Link高盛发表研究报告,指出疫后复常两年,中国旅游需求已大致恢复正常,预期内地明年出境游和入境游将同步增长,除对线上旅游平台(OTA)有利外,亦将推动酒店和航空业发展,目前预测中国旅游、休闲与交通板块股价会于明年首季末起企稳,酒店及航空公司估值料见低回升。该行同时亦看好澳门博彩行业可受惠于政策支持,市场情绪可能改善,预期该行业在市场竞争减缓下的利润压力将会减少。高盛现时较不看好的包括机场、免税及旅游科技...
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