《大行》高盛:投资者对新消费股预期提高 任何短期负面消息都可能引发抛售

AASTOCKS
Jul 15, 2025

高盛发表报告指,第二季中国消费趋势整体表现平淡,观察到多个行业,包括白酒、乳制品、运动服饰、化妆品、调味品和预制食品,需求呈现逐季疲软的趋势,尽管国家统计局零售销售增长和618促销活动的总商品交易额增长显示出韧性,受惠持续的以旧换新政策支持。在需求疲软、渠道转换阻力持续存在以及企业力求抢占市场份额和控制库存的背景下,该行指见到价格下行风险再度浮现,运动服饰、餐饮、白酒、化妆品、零食、乳制品和调味品...

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