The global digital signage market was valued at USD 17,220.2 million in 2017 and is expected to reach USD 31,714.1 million by 2025, growing at a CAGR of 8.0% over the forecast period. Digital signage has turned out to be a cost-effective and reliable solution which is accessible to all the business segments irrespective of the business size. Therefore, the digital signage has become a dynamic platform for all the business sectors to adopt and maximize the potential of their products, sales, and services through impactful advertisement and promotions. All these factors are escalating the demand for digital signage, and the market is anticipated to further explode at a considerable pace over the forecast period.

2018 年上半年旅游行业营收及业绩保持快速增长，26 家行业重点上市公司营业收入、归母净利润和扣非净利润合计为 610.5 亿元、49.9 亿元和 33.0 亿元，同比分别增长 27.7%、32.2%和 29.7%。整体来看上半年旅游行业盈利韧性较好，各细分领域龙头均有高增长，行业内公司盈利水平分化，强者愈强格局愈发明显。

8 月，餐饮旅游指数下跌 10.46%，同期沪深 300 指数下跌 5.21%，上证综指下跌 5.25%，餐饮旅游板块跑输沪深 300 指数 5.25 个百分点。 

本周休闲板块整体小幅上涨。其中权重股中国国旅在前期的大幅回调后有所反弹，上涨 4.57%。酒店板块和景区板块均小幅回升，分别上涨 1.48%和 0.60%。在市场近期的连续调整后，休闲服务板块的估值约为 34 倍，处于历史估值的中低位，其中酒店、景区、出境游等板块估值均处于 2013 年来的历史低位。从行业基本面看，本周文化和旅游部公布的数据显示，2018 年上半年我国国内旅游人次和出境旅游人次分别同比增长 11.4%和 15.0%，行业景气度保持稳健。

今年 6 月赴韩旅游的中国游客人数约 38 万人，比 2017 年 6 月增长 49%，复苏迹象明显。此外，时隔 17 个月，春秋、锦江旅游、众信、中青旅等少数几家旅行社重新上线韩国团队游和自由行路线，标志着因“萨德”事件遇冷的赴韩游正式重启。