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銀河證券:建議全面關注社服板塊投資
銀河證券研報認爲,考慮到提振消費已作爲首要任務被納入政府工作報告,服務消費成爲繼“兩重”、“兩新”政策後政府下一個刺激要點,未來內需側的政策支持有望進一步向服務消費擴散,建議全面關注社服板塊投資:1)餐飲:政策刺激最受益方向,疊加行業內部競爭改善;2)OTA&本地生活服務平臺:涵蓋食住行核心環節;3)酒店:直營佔比彈性高最受益;4)零售:商超調改升級持續推進,外貿優品進駐有望進一步提升品質和性價比;5)免稅:關注離境退稅政策效果。
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