大行评级|大华继显:对中国消费板块维持“增持”评级 看好安踏、名创优品及伊利等

金融界
Mar 18

大华继显发表研报指,国务院上周日印发《提振消费专项行动方案》,旨在通过增加收入及减轻财务负担来提升消费能力,通过高质量供给产生有效需求,并改善消费环境以增强消费者的消费意愿。报告表示,在中国消费板块中,看好安踏、华润啤酒、银河娱乐、 海尔智家、蒙牛、美的、名创优品及 伊利股份,该行对中国消费板块维持“增持”评级。

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