本报告导读:美越贸易协议达成有利于制造和品牌敲定合作细节。近期美国“大而美”法案生效,我们预计将提振美国中产消费。5 月全球航空景气度走弱,6 月美国航空出行人数降幅收窄。投资要点:投资建议:板块排序上,内需优于制造出口,看好①高景气度垂类细分运动,推荐安踏体育、特步国际;②中报预期改善,且新零售业态拓宽,推荐海澜之家;③优质低估值港股红利,推荐江南布衣、滔搏;④美国“大而美”法案通过后受益于中产...
Source Link本报告导读:美越贸易协议达成有利于制造和品牌敲定合作细节。近期美国“大而美”法案生效,我们预计将提振美国中产消费。5 月全球航空景气度走弱,6 月美国航空出行人数降幅收窄。投资要点:投资建议:板块排序上,内需优于制造出口,看好①高景气度垂类细分运动,推荐安踏体育、特步国际;②中报预期改善,且新零售业态拓宽,推荐海澜之家;③优质低估值港股红利,推荐江南布衣、滔搏;④美国“大而美”法案通过后受益于中产...
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