本报告导读：国际金价突破每盎司3600 美元，海底捞首家“超级甜品站”在海底捞上海中庚漫游城店亮相。投资要点：投资观点：① 推荐AI应用：天立国际控股、康耐特光学、粉笔；②新零售与调改：推荐名创优品、重庆百货，相关标的：汇嘉时代；③继续看好情绪与体验消费，推荐老铺黄金。上周行情回顾：上周商贸零售板块涨幅+0.05%，消费者服务板块涨幅+0.83%，在所有行业中分别位列10 和4（共30 个行业）。...
Source Link本报告导读：国际金价突破每盎司3600 美元，海底捞首家“超级甜品站”在海底捞上海中庚漫游城店亮相。投资要点：投资观点：① 推荐AI应用：天立国际控股、康耐特光学、粉笔；②新零售与调改：推荐名创优品、重庆百货，相关标的：汇嘉时代；③继续看好情绪与体验消费，推荐老铺黄金。上周行情回顾：上周商贸零售板块涨幅+0.05%，消费者服务板块涨幅+0.83%，在所有行业中分别位列10 和4（共30 个行业）。...
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