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八大券商主题策略：文旅、食品、饮料在列！假日概念股可以提前埋伏了吗————东方财富网博客

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八大券商主题策略：文旅、食品、饮料在列！假日概念股可以提前埋伏了吗？ _ 东方财富网

【八大券商主题策略：文旅、食品、饮料在列！假日概念股可以提前埋伏了吗？】万联证券指出，短期来看，受压抑的旅游需求转向国内市场，景区、酒店业绩改善明显，即将到来的十一黄金周将提振旅游市场需求，看好各细分板块布局国内旅游市场的龙头企业，尤其看好酒店、景区、旅行社等弹性大的板块龙头。中长期来看，我们看好具备优质成长性的免税、演艺主题公园板块龙头。 ....

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