港股異動 | 旅遊股拉昇 攜程集團-S(9961.HK)大漲近8%
格隆匯1月21日丨攜程集團大漲近8%表現最佳,同程旅行漲5.7%,香港中旅漲1.2%。國務院印發《“十四五”旅遊業發展規劃》提出,到2025年,國內旅遊蓬勃發展,出入境旅遊有序推進,在確保防疫安全的前提下適時啟動入境旅遊促進行動。其中提到,做強做優做大骨幹旅遊企業,穩步推進戰略性併購重組和規模化、品牌化、網絡化經營,培育一批大型旅遊集團和有國際影響力的旅遊企業。國信證券認為,旅遊十四五規劃分步促進跨境遊,航空長期前景向好。疫苗、特效藥同時出現後,人類戰勝疫情只是時間問題,旅遊相關產業鏈將逐步恢復。

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