2025Q3商社板块业绩总结:黄金珠宝超预期,出海跨境看未来改善

国金证券
Nov 02

(以下内容从国金证券《2025Q3商社板块业绩总结:黄金珠宝超预期,出海跨境看未来改善》研报附件原文摘录)首页观点细分行业景气指标判断零售:商超-下行趋缓,调改类向上、百货-略有承压、电商-底部企稳、跨境电商-略有承压。社服:旅游高景气维持;餐饮拐点向上;酒店底部企稳;教育:1)K12高景气维持,2)职业教育底部企稳;人服稳健向上。核心观点:黄金珠宝:行业景气度持续,但品牌Q3业绩分化,时尚品牌...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10