中美贸易摩擦再生变化，内需市场重要性日益突出，如何看待四季度消费市场投资机会？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！【总体观点】国庆中秋消费平稳略有下行，全国重点零售及餐饮增速2.7%（去年同期4.5%），股价和估值已经反应较为充分。近期...
Source Link中美贸易摩擦再生变化，内需市场重要性日益突出，如何看待四季度消费市场投资机会？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！【总体观点】国庆中秋消费平稳略有下行，全国重点零售及餐饮增速2.7%（去年同期4.5%），股价和估值已经反应较为充分。近期...
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