智通财经APP获悉，周五，在全球股市暴跌的背景下，美股消费必需品板块韧性十足，成为市场中的避风港。截止发稿，高露洁(CL.US)、宝洁(PG.US)跌幅不足1%，可口可乐(KO.US)跌幅不足2%。分析指出，必需消费品需求刚性，受经济波动影响较小。龙头品牌已通过12-18个月逐步提价消化通胀压力。一些本土化生产比例高企业还具有关税免疫优势，如宝洁美国产能占比达85%。
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