高盛:重申华住及亚朵“买入”评级,维持对中国中免审慎看法
Xin Lang Cai Jing·2026-03-12 06:34

Group 1 - Goldman Sachs reiterated a "buy" rating for Huazhu and Atour, highlighting the upward potential of their revenue per available room (RevPar) [1] - The firm is optimistic about Samsonite, believing that a potential replacement cycle will drive demand for luggage, particularly in the U.S. market, which reopened earlier than Asia [1] - Regarding China Duty Free Group, Goldman Sachs maintains a cautious outlook due to the unclear sustainability of the recent strong momentum in Hainan's duty-free sales [1]

CTG DUTY-FREE-高盛:重申华住及亚朵“买入”评级,维持对中国中免审慎看法 - Reportify