商贸零售行业研究：持续推荐顺周期餐饮，建议关注AI+零售方向

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（以下内容从国金证券《商贸零售行业研究：持续推荐顺周期餐饮，建议关注AI+零售方向》研报附件原文摘录）核心观点持续推荐顺周期餐饮行业：目前餐饮行业正处于顺周期复苏的关键阶段，随着宏观经济环境触底改善、消费政策支持力度加大，行业呈现出结构性增长机遇。从细分领域看，休闲餐饮、现制饮品及连锁品牌表现突出。与2023年依赖“低基数+报复性消费”的短期需求释放不同，当前餐饮复苏源于供给侧深度调整：低效产能...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250928160908a6a3a88b&s=b><strong>国金证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（以下内容从国金证券《商贸零售行业研究：持续推荐顺周期餐饮，建议关注AI+零售方向》研报附件原文摘录）核心观点持续推荐顺周期餐饮行业：目前餐饮行业正处于顺周期复苏的关键阶段，随着宏观经济环境触底改善、消费政策支持力度加大，行业呈现出结构性增长机遇。从细分领域看，休闲餐饮、现制饮品及连锁品牌表现突出。与2023年依赖“低基数+报复性消费”的短期需求释放不同，当前餐饮复苏源于供给侧深度调整：低效产能...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250928160908a6a3a88b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2778985437.USD","symbol_name":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) 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