纺织服装珠宝2025下半年展望:新消费赛道景气延续 关注龙头品牌底部反转

中金公司
15 hours ago

投资建议我们看好以户外运动和黄金珠宝为代表的景气消费行业投资机会,行业龙头有望持续获得高增长。品牌服饰方面,我们看好Nike的底部改善也建议关注其合作伙伴的投资机会,同时建议关注行业格局稳定、持续高比例分红的细分行业龙头公司。我们也坚定看好在贸易环境下,全球布局、效率领先同业的制造业龙头持续提升份额。理由持续看好户外运动和黄金珠宝行业的投资机会。户外运动持续受益生活方式转变。消费者对于户外运动的...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10