中信證券:國內旅遊需求韌性,出境持續修復
中信證券研報稱,暑期國內旅遊預期平穩,出境遊需求繼續修復,休閒遊消費需求韌性持續得到驗證。我們維持觀點:展望2024年下半年,“出遊熱情”和“平價選擇”的趨勢依舊明確,配置節奏上提示基於2023年Q2、Q3高基數下可能形成的2024年板塊收入業績同比U型增長。維持出境需求>境內假期休閒需求>境內商旅需求>境內日常可選需求的觀點,推薦配置OTA、景區、博彩,關注免税、酒店等行業數據拐點。
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