旅游板块涌现新一轮布局机遇。目前,扩内需方向明确,具备强韧性、高弹性旅游消费成为促进内需消费的重要抓手,后续政策支持的预期较强。叠加五一假期临近,各大OTA平台预订数据均显示出旅游市场的火爆,甚至预计五一假期热度或将达近三年峰值,带动市场情绪升温。此时,国内用户规模最大OTA平台同程旅行亦重磅宣布收购万达酒管,可能缔造近年来中国旅游行业最具战略价值的并购案之一。这也折射出行业竞争的深层转向和其未来...
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