The impact of bird flu on tourism stocks, can we intervene at this stage?

1: Avian influenza benefits vaccine manufacturers and downstream raw material suppliers.

2. The positioning of tourism stocks is relatively vague. On the one hand, they belong to local resource stocks, on the other hand, they belong to cultural and commercial stocks, which are highly cyclical and generally speculate in advance in the peak season.

3. At present, there is no sign of an outbreak of avian influenza in China, and H7N9 is not contagious between people, so it can only be transmitted through contact with poultry, so we should correctly understand its harmfulness. Therefore, it has a certain impact on tourism stocks, but it is not too big.

Whether to buy or not depends on your risk control ability and profit expectation. In principle, you can participate appropriately.