海外社服：寻找性价比与确定性2024下半年港股消费投资策略

Summary of Conference Call Company/Industry Involved - The conference call pertains to the overseas consumption sector and its impact on social welfare, specifically mentioning the company 福康 (Fukang) and its positioning in the market [1] Core Points and Arguments - The discussion highlights the search for new price ratios and certainty in the context of overseas consumption [1] - The current state of material conditions is emphasized, indicating a focus on the underlying factors affecting the market [1] Other Important but Possibly Overlooked Content - The call includes a formal introduction and acknowledgment of participants, suggesting a structured approach to the discussion [1]