中秋国庆传统消费旺季即将到来,如何看待消费行业投资机会?近期哪些消费热点值得关注?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】关注低估值&确定性带来价值修复机会白酒:报表出清,关注旺季动销。随着中秋国庆酒企旺季动销逐步开启,8 月以来白酒...
Source Link中秋国庆传统消费旺季即将到来,如何看待消费行业投资机会?近期哪些消费热点值得关注?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】关注低估值&确定性带来价值修复机会白酒:报表出清,关注旺季动销。随着中秋国庆酒企旺季动销逐步开启,8 月以来白酒...
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