2025年新消费行业中报陆续披露,叠加各个细分赛道迎来政策及行业事件催化,如何预判新消费布局时机?哪些细分赛道值得重点关注?国泰海通消费生力君八大行业首席:食品饮料/美护 訾猛、 社服/零售 刘越男、家电 蔡雯娟、轻工 刘佳昆、纺服 盛开、农业 王艳君/林逸丹、互联网 曹蕾娜,第一时间召开电话会议为您解读!【国泰海通食饮 訾猛】饮料景气延续新消费仍有上涨潜力,软饮料龙头期待旺季旺销验证。我们认为以...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.