美国消费策略：市场是否已触底，是否应准备布局板块正向轮动？-U.S. Consumer Strategy - have we reached capitulation yet and should we prepare for a positive sector rotation_
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Alexia Howard +1 917 344 8453 alexia.howard@bernsteinsg.com Richard J. Clarke, FCA +44 20 7676 6850 richard.clarke@bernsteinsg.com Callum Elliott, CFA, ACA +44 20 7676 7183 callum.elliott@bernsteinsg.com Danilo Gargiulo +1 917 344 8475 danilo.gargiulo@bernsteinsg.com Zhihan Ma, CFA +1 917 344 8303 zhihan.ma@bernsteinsg.com 3 December 2025 U.S. Consumer Strategy and Quantitative Research U.S. Consumer Strategy - have we reached capitulation yet and should we prepare for a positive sector rotation? Nadine Sar ...