中秋国庆传统消费旺季即将到来,如何看待消费板块投资机会?近期哪些消费热点值得重点关注?国泰海通消费生力君七大行业首席: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,第一时间召开电话会议为您解读!【国泰海通食饮 訾猛】重视确定性成长,白酒出清继续演绎成长标的仍具业绩优势,关注确定性标的价值修复。人群变迁、渠道裂变、品类创新之下新消费景气持续...
Source Link中秋国庆传统消费旺季即将到来,如何看待消费板块投资机会?近期哪些消费热点值得重点关注?国泰海通消费生力君七大行业首席: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,第一时间召开电话会议为您解读!【国泰海通食饮 訾猛】重视确定性成长,白酒出清继续演绎成长标的仍具业绩优势,关注确定性标的价值修复。人群变迁、渠道裂变、品类创新之下新消费景气持续...
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