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A股異動 | 旅遊股再度飆升 行業拐點在即 迎來價值重估
格隆匯2月14日丨旅遊股再度飆升,凱撒旅業、曲江文旅、西藏旅遊和嶺南控股漲停。消息面上,網傳出入境大廳開放換護照業務,冬奧熱潮,國內旅遊業快速恢復,國際航線破冰,以及數字藏品帶來景區的價值重估等都是催化因素。招商證券認為,目前國內旅行放開正在進行中,冬奧、兩會後國內將快速恢復,國際航線也開始破冰,2022~2023年,航空機場作為困境反轉行業,將迎來系統性機會。財通證券也表示,國內旅遊行業的拐點或將在一季度末至二季度出現、出境遊的拐點或將在三季度出現。此外,景區的核心是IP運營,未來在數字藏品(NFT)發展下,景區IP價值重估有望啟動。

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