金吾财讯 | 特朗普当选后，市场预期中国政府可能会采取更积极的措施来应对未来的经济不确定性。内需股部分走强，海底捞(06862)涨6.83%，百胜中国(09987)涨5.77%，李宁(02331)涨5.04%，蒙牛乳业(02319)涨4.44%，安踏体育(02020)涨2.51%。光大证券指出，经济与盈利修复情况仍然是市场关心焦点，当前政策逐步发力提振国内需求，预计2025年增量需求将会从外部转向内部。
金吾财讯 | 特朗普当选后，市场预期中国政府可能会采取更积极的措施来应对未来的经济不确定性。内需股部分走强，海底捞(06862)涨6.83%，百胜中国(09987)涨5.77%，李宁(02331)涨5.04%，蒙牛乳业(02319)涨4.44%，安踏体育(02020)涨2.51%。光大证券指出，经济与盈利修复情况仍然是市场关心焦点，当前政策逐步发力提振国内需求，预计2025年增量需求将会从外部转向内部。
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