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在扩大内需背景下,大消费成为近期盘面最强主线。

A股酒店板块也顺势拉升,截至4月17日收盘,华天酒店(000428.SZ)、金陵饭店(601007.SH)涨停,君亭酒店(301073.SZ)大涨7.47%,锦江酒店(600754.SH)、首旅酒店(600258.SH)跟涨。

值得注意的是,酒店系统集成商石基信息(002153.SZ)也以涨停收盘。不过,财务数据显示,该公司业绩尚未出现明显改善。

石基信息1月发布的2024年度业绩预告显示,预计2024年实现营业收入25亿元至37亿元,归母净利润亏损1.4亿元至2.2亿元,上年同期亏损1.05亿元。2020年至2022年,石基信息归母净利润一路下滑,分别亏损6758.00万元、4.78亿元、7.79亿元。

南财快讯记者以投资者身份致电石基信息询问酒店采购、业绩改善等事项,工作人员表示,公司产品是面向酒店集团去推广,谈妥之后再进入集团的采购清单,集团下属酒店通过采购清单购买公司系统。

该人员表示,此策略存在一个问题,公司与酒店集团谈判时间或较长,可能需要一两年。另外,对方也会十分慎重,考虑实用性、价格等因素。谈及利润拐点何时出现,上述人员表示不清楚。

值得一提的是,石基信息2月发布公告,全资子公司与瑰丽酒店集团签订选择SEP等为集团标准的重大合同。

民生证券点评该事件称,标杆效应强,瑰丽酒店是石基信息继半岛、洲际、朗庭、新濠、凯宾斯基酒店集团之后,签约的又一重要酒店集团客户。此次签约将进一步在全球酒店业树立石基信息正在成为新一代技术创新领导者的形象。

AI识股

  纽约联邦储备银行行长JohnWilliams表示,他目前看不到“在短期内”调整利率的必要性,并补充称,美联储必须确保关税不会导致通胀持续高企。

  Williams称,经济目前处于“非常良好的状态”,鉴于政府政策及其最终影响存在诸多不确定性,美联储可以等待更多信息。

  “我们要确保任何的一次性价格变动不会演变为更持久、更高的通胀,”Williams周四在福克斯商业频道接受采访表示。

  Williams呼应了美联储主席鲍威尔及其他同僚的观点,强调决策者无意急于调整借贷成本。鲍威尔周三表示,美联储必须确保关税不会引发更持久的通胀上升,并强调价格稳定对维持劳动力市场强劲至关重要。

  Williams上周表示,他预计不确定性与特朗普政府贸易和移民政策叠加将导致通胀上升、经济增长放缓及失业率回升。

  Williams称,利率路径将取决于经济和通胀对政策变化作何反应,以及美国民众对物价增长有何预期。

  “确保通胀预期在此期间保持稳定绝对是至关重要的,“他说。“说真的,坦率地说,这是我目前关注的重点。”

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