可选消费W36周度趋势解析：关注消费各板块risk/reward占优的底部机会-20250907
Haitong Securities International·2025-09-07 13:04
研究报告 Research Report 7 Sep 2025 可选消费 W36 周度趋势解析：关注消费各板块 risk/reward 占优的底部机会 Week 36 Discretionary Trends: Focus on Bottom Opportunities with Favorable Risk/Reward Ratios in Consumer Sub-sectors [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 石头科技 | | Outperform | | 美的集团 | Outperform 科沃斯 | | Outperform | | 京东集团 | Outperform 波司登 | | Outperform | | 海尔智家 | Outperform 永辉超市 | | Outperform | | 安踏体育 | Outperform 李宁 | | Outperform | | ...