The three major indexes fell by more than 1% today. Sectors such as integrated die-casting, attractions and tourism, and auto parts were among the top gainers. Sectors such as real estate development and debt-for-equity swaps were green.
With the recovery of the economy and the demand side, 's full-A profit growth rate in the second half of 2022 may enter a stage of stabilization and recovery. The industry needs to pay more attention to performance inflection point expectations and look for high-quality targets with strong performance certainty.
Attractions and Tourism
Section logic: Many places across the country have successively announced the resumption of inter-provincial travel and the "star-struck" itinerary card, which has brought obvious benefits to the tourism industry. The adjustment of the "circuit breaker" mechanism for inter-provincial travel in various places has further enhanced users' confidence and confidence in traveling. In terms of willingness, the number of user travel days this summer has shown a trend of extending compared with the Spring Festival, May Day and other holidays, among which booking orders for travel trips of 7 days or more accounted for 31%.
As the epidemic prevention and control situation improves, cultural and tourism departments in various places have successively launched summer tourism activities and preferential measures. It is expected that summer tourism this year will usher in a better market expectation.
Outlook for the market outlook: Today the tourism sector index rose by 1.06%. It can be seen that the sector index hit a high under the favorable stimulus at the end of June and then fell back to near the 30-day moving average. The decline stopped and stabilized. Today, affected by the sentiment of the market, surged higher. has fallen back, and the trading volume has increased significantly. There is a high probability that the sector index will fluctuate upward along the 30-day moving average. Now is an excellent time to allocate tourism stocks.
Many stocks in the sector rose sharply today. It can be seen from the ranking of individual stock gains that tourism stocks in the western region have experienced stronger gains.
In addition, since tourism stocks have experienced a rebound in and bottomed out in the early stage, they have begun to rebound in heavy volume today. So when it comes to stock selection, you can rank them from high to low according to the volume ratio , combined with the individual stocks k line shape and Make a comprehensive judgment based on fundamentals and other factors.
Disclaimer: The sector and individual stock analysis in this article are only personal opinions and are not intended as investment advice. If you operate accordingly, please pay attention to the investment risks!
