(以下内容从国金证券《商贸零售行业研究:持续推荐顺周期餐饮,建议关注AI+零售方向》研报附件原文摘录)核心观点持续推荐顺周期餐饮行业:目前餐饮行业正处于顺周期复苏的关键阶段,随着宏观经济环境触底改善、消费政策支持力度加大,行业呈现出结构性增长机遇。从细分领域看,休闲餐饮、现制饮品及连锁品牌表现突出。与2023年依赖“低基数+报复性消费”的短期需求释放不同,当前餐饮复苏源于供给侧深度调整:低效产能...
Source Link(以下内容从国金证券《商贸零售行业研究:持续推荐顺周期餐饮,建议关注AI+零售方向》研报附件原文摘录)核心观点持续推荐顺周期餐饮行业:目前餐饮行业正处于顺周期复苏的关键阶段,随着宏观经济环境触底改善、消费政策支持力度加大,行业呈现出结构性增长机遇。从细分领域看,休闲餐饮、现制饮品及连锁品牌表现突出。与2023年依赖“低基数+报复性消费”的短期需求释放不同,当前餐饮复苏源于供给侧深度调整:低效产能...
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.