智通财经APP获悉，中金发布研报称，零售业所公布的业绩显示，行业表现进一步分化。其中，市场情绪消费需求旺盛、优质新品类供给承接，潮玩赛道势能提升，去年下半年以至今年首季，龙头企业在国内及海外业务均进一步提速增长。展望今年，该行将重点放在潮玩等景气赛道龙头，及估值筑底、积极推动改变的龙头布局机会。
该行推荐泡泡玛特(09992)、布鲁可(00325)及名创优品(09896);商超百货行业方面，推荐永辉超市(601933.SH)与重庆百货(600729.SH);人力资源服务板块则推荐科锐国际(300662.SZ)、同道猎聘(06100)及北京人力(600861.SH)。
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