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　　美银证券发布研究报告称，在基准情境下，预计今年将开始逐步和有针对性的消费者刺激措施出台，但不排除后期将有更强而有力的政策出台。

　　报告中称，鉴于基数较低及企业自身努力如严控成本，部分内需企业业绩有望回升。尽管行业存在周期性波动，但仍有部分因独特需求（如健康、户外、体验及个人兴趣等）或供应侧驱动的行业具结构性增长的空间。

　　美银证券表示，将内需股2024及2025年的每股盈利预测下调4%及1%，并对其所覆盖的16个内需股的目标价平均上调6%，当中将中国飞鹤（06186）评级由“中性”上调至“买入”。该行偏好于防御型的股份，但看淡白酒股。

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