为期9天的"史上最长春节黄金周"，让中国人阖家团圆的过年方式有了更多选择。今年春节期间，"反向 团圆"等"旅游式过年"流行，假日经济再掀高潮。这场时间拉长、模式多元的春节消费狂欢，为2026年 假日经济带来新思路。 综合多个平台春节消费趋势报告来看，以往都是在外游子返乡探亲，如今不少年轻人选择接父母来自己 工作生活的大城市，体验不一样的"年味儿"。"探亲+出游"成为过年新选择。去哪儿旅行数据显示， 2026春节期间反向飞往北上广深一线城市的旅客中，18%为50岁以上人群；60岁以上老人酒店入住量同 比增长56%。 超长假期是激发今年春节旅游需求的重要因素，而多元的产品供给、贴心的服务保障、创新的消费场 景，更是各地把握"留量密码"、促进文旅消费的硬核支撑。相信随着政策红利逐步释放，政府与企业协 同发力，广大消费者将共享更加出彩、"出圈"的假日出游"大礼包"，共同勾勒中国文旅市场持续火热的 生动图景。 来源：@央广网 作者: 黄昂瑾 "旅游式过年"并非今年春节才出现的全新业态，却在今年春节消费热潮中尤为亮眼。这背后，是交通出 行和平台购票便利快捷，是各地真招、实招、妙招频出，创新文旅产品"花式揽客"，也是文旅消 ...

Global Assets: Rebalancing Continues - The current market rebalancing is based on internal and external recovery, with AI trading entering its second phase, leading to a focus on the actual impact of AI on various industries [3][13] - From February 16 to February 20, 2026, global risk assets showed an overall upward trend, but internal performance was mixed, with industrial, financial, and energy sectors gaining favor [3][13] - The focus has shifted from whether AI is a bubble to identifying the real industrial impacts and critical supply-demand issues as AI transitions from a thematic to a macro factor [3][13] Manufacturing Cycle Further Rising - The U.S. GDP data for Q4 2025 showed slower growth primarily due to government spending disruptions, while AI-related investments remained strong [4][25] - Non-AI and residential investment growth is showing signs of bottoming out, indicating a broader recovery in investment activities beyond just AI [4][25] - The February manufacturing PMI data indicated a recovery in global manufacturing, with Europe exceeding expectations and the U.S. maintaining expansion, suggesting a positive trend in manufacturing cycles [4][25][34] Commodities: Transitioning from Financial Overtrading to Industrial Pricing - Recent fluctuations in industrial and precious metals prices are attributed to macro and industrial events, with a return to real supply-demand signals expected [5][44] - Geopolitical risks continue to support industrial metal prices, while demand from tech giants for AI investments remains robust, indicating a potential new support for demand [5][44] - Historical data suggests that current copper and aluminum price ratios are low compared to historical manufacturing PMI levels, indicating potential for price recovery [5][44][45] Focus on Global Physical Assets vs. Chinese Assets - The core of market rebalancing is not about the existence of an AI bubble but rather the macro impacts of AI combined with monetary and major country policy choices [6][56] - The relative smooth path for future U.S. interest rate cuts is expected to support the recovery of the global manufacturing cycle, which may lead to a revaluation of Chinese asset capacity [6][56] - Specific investment recommendations include physical assets like copper, aluminum, and oil, as well as sectors benefiting from capital inflows and consumption recovery in China [6][56]

Market Overview - Cooling inflation signals have led to a valuation recovery in overseas consumer assets, with the U.S. bipartisan push for credit card interest rate cap legislation creating uncertainty in the credit card sector[1] - Weekly performance of sectors shows U.S. hotels leading with a 3.1% increase, followed by overseas sportswear at 2.5% and luxury goods at 2.2%[11] Sector Performance - The U.S. hotel sector's strong performance is attributed to Marriott and Hilton, with Marriott's Q4 2025 adjusted EBITDA exceeding market expectations, reaching $5.84 billion to $5.93 billion[6] - Overseas sportswear saw a 2.5% increase, driven by a lower-than-expected January CPI of 2.4%, enhancing Fed rate cut expectations[13] - Luxury goods increased by 2.2%, with Hermès up 4.5% due to better-than-expected FY2025 results, while LVMH fell by 4.1% due to disappointing performance in key segments[8] Consumer Trends - The jewelry sector has shown resilience, with a year-to-date increase of 13.7%, outperforming other sectors[11] - Domestic sportswear increased by 0.3%, with Anta Sports rising 4.6% following the acquisition of a stake in PUMA[13] Challenges - The credit card sector faced a significant decline of 5.5%, influenced by proposed legislation to cap interest rates, which could severely impact profitability[14] - The snack sector dropped by 4.6%, with companies like Three Squirrels experiencing a 6.2% decline due to substantial drops in e-commerce sales across major platforms[14] Valuation Insights - Valuations across various sectors remain below the historical five-year averages, with overseas sportswear expected PE at 30.1x, only 57% of the past average[9] - The luxury sector's expected PE is 26.2x, representing 49% of its historical average, indicating potential for future growth as market conditions stabilize[9]

被称为"史上最长"、横跨九天的"返乡+出游"假期即将落幕，多地旅游市场"马力全开"。 多家旅游平台2月23日发布的数据显示，假期多出一天，让2026春节整体出游热度创历史新高，外出"旅 游式过年"与返乡"过年式旅游"双双爆火，出入境旅游也是双向火爆。 反向过年新潮流 今年春节，一种新的团圆方式悄然走红——"反向过年"。从"返乡过年"到"反向过年"，年轻人成为春节 主理人，将父母接到大城市过年，让老人体验不一样的新年，也让曾经一过年就空荡荡的一线城市迎来 超高人气。 赵萍大学毕业后来北京工作十年了，这个春节，她决定让父母从内蒙古老家到北京旅游。她为父母预订 了东三环附近一家环境温馨的酒店，一家人除夕夜吃了北京烤鸭，大年初一逛了SKP、友谊商店和日坛 公园庙会，感受北京的热闹年味儿，晚上又去世界公园看璀璨花灯，父母第一次看到这么多漂亮的大型 花灯，一直拉着她拍照。 随后的几天，一家人逛了鸟巢、奥运博物馆、大都新春庙会，还去了天坛公园、陶然亭公园和北京动物 园，一天游览两三个景点，节奏舒缓，连续吃了七天美食都不重样，老人第一次"解锁"了潮汕牛肉火锅 和西班牙菜。 把奔波换成陪伴，年轻人告别了走亲访友的忙碌，有了更多 ...

人流、物流的加速流动，为新春消费图景增添了更多动感。交通运输部预测，春节9天假期日均全社会 跨区域人员流动量或创春节假期新高，日均人员流动量将达到2.99亿人次。商务大数据显示，仅春节假 期首日，冰雪游消费增长1.2倍，避寒游消费增长68%；酒店住宿交易额增长32.7%，租车订单量增长 54%，人们的"出行半径"显著延长，丈量更广阔的山海，也将新春消费热潮带到四面八方。与此同时， 快递"春节不打烊"，不仅满足了多元化的节日消费需求，更进一步畅通经济循环。这种大规模、高效率 的人员与货物流动，依托的是日益完善的综合立体交通网和物流体系，展现的是一个活力奔涌、韧性十 足的"流动中国"。 今年春节假期从2月15日持续至23日，共计9天，被称为"最长春节假期"，人们可以更从容地安排团聚、 出行与休闲。无论是年夜饭市场火爆，还是"反向过年"渐成风尚，抑或是春晚分会场所在城市热度攀 升，当悠长假期与消费热情"双向奔赴"，"年经济"的引擎正加速运转，释放澎湃发展动能。除夕当天的 一组数据，为这份火热提供了生动注脚：银联、网联共处理支付交易49.31亿笔，较去年除夕增长 21.64%。"指尖"上的每一笔支付，串联起千家万户的 ...

| 三亚到上海机票价格 | | --- | 今天是大年初七，春节假期进入尾声。海南三大机场将迎来整个春运期间客流峰值日，预计运送旅客将突破23.2万人次。 据智通财经报道，记者查询多家在线旅游平台发现，2月22日至23日（初六至初七）期间，从三亚飞往北京、上海等核心城市的直飞航班经济舱几乎全部 售罄，仅剩的公务舱票价普遍逼近万元大关。 智通财经 综合报道 三亚到北京机票价格 | 早在: 三业 | 木与 U2月24日 同_ | | | | | | | | | | "最近更新时间:17:09:58 0 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ■ 直飞/经停 | 中转 > | 航空公司 V | 起抵时间 √ | 机场 | V | 舱位 √ | 更多 ~ | 低价优先 | 准点率高-低 | 起飞时间早-晚 | 更多排序 √ | | 新海航 海南航空 THE OWN | | | 22:20 | | | 23:55 | | | 赌450接送机券 | ¥8610 = | | | 3 HU7749 空客330- ...

Group 1 - The core viewpoint of the article highlights a significant increase in retail and catering data during the Spring Festival holiday, with a year-on-year growth of 8.6% in the first four days, which is expected to boost the social retail data for the first two months of the year [1][2][52] - The increase in cross-regional travel during the holiday period saw an 8.7% rise compared to the previous year, with water transport showing remarkable growth of 28.5%, influenced by tourism demand and the reopening of Hainan [3][12][54] - Price stability was observed in key sectors, with high-end liquor and hotel prices in popular small cities increasing, while prices in first-tier cities and movie ticket prices saw declines [4][16][55] Group 2 - Structural highlights in consumption include a strong performance in mid-to-high-end products like gold and duty-free items, with gold consumption remaining robust and duty-free sales in Hainan increasing by 20.9% [5][14][56] - Domestic and cross-border travel maintained momentum, with hotel accommodation transaction values rising by 32.7% and a predicted double-digit growth in daily inbound and outbound travelers at national ports [5][14][57] - The trend towards smart and health-oriented consumption was evident, with significant sales growth in smart wearable devices and organic foods during the holiday period [5][14][57] Group 3 - Weekly economic observations indicate a rebound in durable goods consumption, with passenger car retail sales increasing by 54% year-on-year in early February, contrasting with a decline of 13.9% in January [6][24] - Real estate sales showed improvement, with a 5% year-on-year increase in residential sales area in 27 cities as of mid-February, compared to a decline of 16% in January [6][25] - Export activities showed signs of recovery, with a 32.3% increase in the number of outbound port calls compared to the previous year, indicating a positive trend in trade [6][30]

"半马苏河 快乐加'马'"2026新春市集昨天在莫干山路艺术街区滨河步道开市。这场新年市集将持续至正 月初七，40余个特色摊位集结酒店美食、非遗文创与年俗体验，为市民游客打造集味觉享受、文化沉浸 与互动打卡于一体的新春消费场景。同日，由8名外籍舞者组成的快闪舞团，上演网络爆款和新春主题 歌舞快闪。 市集同时还联动福利与地域专属优惠，点燃消费热情。市民游客凭借天安千树商场内任意商户消费票 证，即可在市集享受八折购物优惠；市集内任意消费，还能领取1000TREES福利套票。特别针对沿沪 宁产业创新带城市（南京、无锡、常州、苏州、南通、扬州、镇江、泰州）游客，凭对应身份证号段 （3201、3202、3204、3205、3206、3210、3211、3212），均可享受专属消费福利。此外，苏州河游船 凭当日乘船票证，可享市集八折购物优惠。 整合区域资源 活动期间，每天13:00、14:30、16:00、17:00四场舞者快闪展演轮番上演；"超级福禄""上上签"等打卡装 置前，市民游客纷纷驻足拍照留念，现场设置的愿望球更是成为寄托美好期许的热门点位，大家亲手写 下新年愿望，让年味中满载温馨期许。本报记者 解敏 市集通过 ...

【#年轻人过年把洗浴中心玩成酒店#[哈哈]】#年轻人为啥爱上洗浴中心# "泡汤热"悄然在年轻群体中兴 起。在山东烟台工作的00后陈星表示，如果只是简单洗泡搓，人均花费100至200元；若加上按摩、美 容、吃饭等其他项目，人均花费则为400至500元。天津的杨曦（化名）也表示，在汤泉馆过夜性价比很 高，一晚三四百元，水果饮料充足，游乐设施也多，比住酒店划算。很多年轻人跨年之后直接当酒店 住。"预计今年春节期间的客流量要比去年更多、更集中。"2月11日，沈阳清河半岛度假酒店总经理张 维志向@中新经纬 介绍。"我们这里的年轻顾客能占到约60%。此外，去年元旦当天我们的客流量是 2800人，而今年元旦假期前两天都是5500人。" ...

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