可选消费W21周度趋势解析：本周奢侈品中的黄金珠宝股市表现最优，其他板块多有分化-20250525

可选消费 W21 周度趋势解析：本周奢侈品中的黄金珠宝股市表现最优，其他板块多有分化 Analysis of weekly discretionary trends： Luxury goods and snack sector stocks are the top performers this week, and valuations in most sectors are still below the average of the past five years [Table_yemei1] 观点聚焦 Investment Focus | [Table_Info] | | | | | --- | --- | --- | --- | | 股票名称 | 评级 | 股票名称 | 评级 | | 耐克 | Outperform 苏泊尔 | | Outperform | | 美的集团 | Outperform 永辉超市 | | Outperform | | 京东集团 | Outperform 石头科技 | | Outperform | | 露露柠檬 | Neutral | 海信家电 | Outperform | | ...