可选消费W26周度趋势解析：新老消费共振向上-20250629
Haitong Securities International·2025-06-29 15:24
研究报告 Research Report 29 Jun 2025 中国 & 香港 & 美国可选消费 China (A-share) & Hong Kong & US Discretionary 可选消费 W26 周度趋势解析：新老消费共振向上 Analysis of weekly discretionary trends: The Old and New Consumption sectors resonated and moved upward this week [Table_yemei1] 观点聚焦 Investment Focus | 股票名称 | 评级 股票名称 | 评级 | | --- | --- | --- | | 耐克 | Outperform 永辉超市 | Outperform | | 美的集团 | Outperform 苏泊尔 | Outperform | | 京东集团 | Outperform 石头科技 | Outperform | | 格力电器 | Outperform 李宁 | Outperform | | 安踏体育 | Outperform 海信家电 | Outperform | ...