中国消费行业2025年5月投资策略：热点增多弱化消费板块行情
Haitong Securities International·2025-05-08 06:32
研究报告 Research Report 8 May 2025 中国必需消费 China (A-share) Staples 中国消费行业 2025 年 5 月投资策略：热点增多弱化消费板块行情 The Increase in Hotspots Has Weakened Consumer Stocks [Table_yemei1] 观点聚焦 Investment Focus | [Table_Info] | | | | --- | --- | --- | | 股票名称 | 评级 股票名称 | 评级 | | 贵州茅台 | Outperform 古井贡酒 | Neutral | | 五粮液 | Outperform 今世缘 | Outperform | | 山西汾酒 | Outperform 燕京啤酒 | Outperform | | 海天味业 | Outperform 迎驾贡酒 | Outperform | | 伊利股份 | Outperform 安琪酵母 | Outperform | | 泸州老窖 | Outperform 重庆啤酒 | Outperform | | 东鹏饮料 | Outperform 盐津铺 ...