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餐飲旅遊股走強 中國中免(601888.SH)漲近4%
格隆匯8月16日丨天目湖漲停,首旅酒店漲超7%,同慶樓、華天酒店漲超5%,眾信旅遊、桂林旅遊、凱撒旅業和西安旅遊漲超4%,錦江酒店、宋城演藝、中國中免、曲江文旅和雲南旅遊等漲超3%。近日旅遊股表現較為活躍,機構普遍認為是因避險情緒較強,低位股相對受歡迎有關。另有分析人士稱,旅遊板塊近日的上漲,更多是一種短暫的反彈行情,近期多地出現Delta新冠病毒關聯案例,給暑假遊市場帶來了較大沖擊,一定程度上延緩了旅遊板塊復甦的進程,因此並不看好旅遊板塊這波反彈行情。不過,在嚴格有效的防控措施下,疊加疫苗接種率處於較高水平,疫情再次全面爆發的可能性並不大,因此不會改變旅遊板塊復甦的趨勢。

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