可选消费W42周度趋势解析：各板块持续轮动，股价回调提供买入机会-20251020
Haitong Securities International·2025-10-20 14:05
研究报告 Research Report 20 Oct 2025 中国 & 香港 & 美国可选消费 China (A-share) & Hong Kong & US Discretionary 可选消费 W42 周度趋势解析：各板块持续轮动，股价回调提供买入机会 Week 42 Discretionary Trends: Sectors Continue Rotation as Price Pullbacks Present Buying Opportunities [Table_yemei1] 观点聚焦 Investment Focus 牌表现分化 Week 38 Discretionary Trends: Macau Gambling Sector Stands Out, Domestic | 股票名称 | 评级 | 股票名称 | 评级 | | --- | --- | --- | --- | | 耐克 | Outperform 科沃斯 | | Outperform | | 美的集团 | Outperform 波司登 | | Outperform | | 京东集团 | Outperform 石头科技 | | ...