可选消费W06周度趋势解析：海外消费业绩密集发布带动股价波动，A H股期待26年可选消费恢复
2026-02-09 00:30
研究报告 Research Report 8 Feb 2026 中国 & 香港 & 美国可选消费 China (A-share) & Hong Kong & US Discretionary 可选消费 W06 周度趋势解析：海外消费业绩密集发布带动股价波动，A/H 股 期待 26 年可选消费恢复 Week 06 Discretionary Trends: Overseas Consumer Earnings Wave Drives Stock Volatility; A/H Shares Anticipate Recovery in Discretionary Consumption in 2026 [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 李宁 | Outperform | | 美的集团 | Outperform 兆驰股份 | Outperform | | 京东集团 | Outperform 永辉超市 | Out ...