金吾财讯 | 名创优品(MNSO)盘前涨超2%,截至发稿,报19.02美元。消息面上,中金发布研报称,据商务部统计数据显示,五一假期全国重点零售和餐饮企业销售额同比增长6.3%,增速相较24年国庆(4.5%)、25年春节(5.4%)呈环比提速;各省市及线上平台发布的消费数据显示,长线游、出入境游均有亮眼表现,同时品类上以旧换新备受欢迎,演唱会、潮玩等体验型消费亦表现较好。展望后续,继续看好消费提振政策逐步显效,全年居民消费需求持续释放。
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