Developed economies are characterised by restlessness. As John Updike mused, “most of American life consists of driving somewhere and then returning home, wondering why the hell you went”. No wonder, then, that investors have been transfixed by the growing wanderlust of Chinese consumers. Ctrip, easily the country’s largest online travel agent, has beaten other US-listed China stocks by 250 percentage points over the past five years. 7 Days, a budget hotel chain, has outperformed by 70 percentage points since listing on Nasdaq in November 2009.
發達經濟體的特點是不安分。一如約翰?厄普代克(John Updike)所沉思的那樣：“美國人生活的一大部分，就是開車去往某個地方，然后再開回家，與此同時納悶自己究竟為何去了那里”。因此，中國消費者逐漸升溫的旅游熱令投資者深深著迷，也就不足為奇。過去5年里，無疑是中國最大在線旅游服務供應商的攜程(Ctrip)的股價表現，超出其它在美國上市中國企業的250%。經濟型連鎖酒店集團7天(7 Days)自2009年11月在納斯達克(Nasdaq)上市以來，股價表現也要高出其它中國企業70%。