本周研究跟踪与投资思考:5 月轻工出口降幅扩大,美国家具零售额同比+8.8%,海外需求相对具备韧性;5 月我国家具零售额同比+25.6%,全年以旧换新资金进度54%,随着下半年资金有序下达有望继续释放家居需求;近期Meta 发布AI 运动眼镜Oakley Meta HSTN,关注行业新品催化。5 月轻工出口延续走弱,美国家具类零售额同比+8.8%。根据海关总署,以美元口径计,5 月我国家具类产品...
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