中国旅游行业目前尚处于消费启动阶段,同时部分消费群体在实现消费升级,加上奥运带来的短期利好,行业处于快速增长阶段。建议投资者立足于景区公司,抓住酒店和旅行社龙头公司,把握奥运受益公司。 At present, China’s tourism industry is still in the start-up phase of consumption. At the same time, some consumer groups are upgrading their consumption. Coupled with the favorable short-term gains brought by the Olympics, the industry is in a period of rapid growth. Investors are advised based on the scenic area companies, seize hotels and travel agencies leading companies to grasp the Olympic Games to benefit the company.