大行評級|花旗:促進服務消費意見對內地互聯網和媒體行業具有積極意義
花旗發表報吿指,國務院發表《關於促進服務消費高質量發展的意見》對內地互聯網和媒體行業具有積極意義。意見闡述對飲食住宿、旅遊、娛樂和數字消費的支持方向。該行預期服務消費,包括音樂、電影、網絡遊戲及電子競技等娛樂消費、旅遊及本地服務,將在疲弱的宏觀環境下保持韌性。花旗重申對以下股份給予“買入”評級及其首選股,包括住宿及餐飲,以及旅遊受惠者美團;線上化旅行社(OTA)包括攜程和同程旅行;網絡遊戲公司包括騰訊、網易等;休閒或娛樂包括騰訊音樂、貓眼娛樂等。
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