7月社服行业投资策略:三条主线:大众茶餐饮、优质出行龙头、AI教育

国信证券股份有...
Jul 09

行情回顾:6月A股社服涨3.85%,港股社服跌4.64%,AI教育、景区、大众餐饮领涨。2025.6.1-6.30A股消费者服务板块涨3.85%,跑赢沪深300 1.36pct;港股消费者服务板块跌4.64%,跑输中信港股通指数8.08pct。其中AI+教育、区域赛事受益景区、公务消费限制下性价比更突出的大众餐饮龙头整体表现领涨。关注社服板块三大主线:内在调整效果显现+外部平台助力,看好大众茶餐饮...

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