上周餐饮旅游板块指数下跌0.89%,表现弱于沪深300 指数(下跌0.41%),强于创业板指数(下跌2.73%);商贸零售板块指数下跌2.24%,表现弱于沪深300指数,强于创业板指数。本周子板块相关观点:1)电商:行业竞争格局好于预期,龙头电商公司估值低位,推荐阿里巴巴、京东集团。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)本地生活:外卖及...
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