时间的钟摆又一次指向了消费股

云掌财经
Nov 12, 2025

文丨泰罗11月12日,三元股份实现三连板,而在这背后,是消费股的集体突破,中粮糖业、科拓生物、安井食品、天味食品、博晖创新等都纷纷大涨。在DeepSeek光环的强势照耀下,A股今年陷入了AI科技的狂欢。如果冷静下来仔细思考,会发现消费其实才最应该站在舞台的中央。把消费摆在突出位置,这并非一拍脑门的主观决策,而是完全符合当下客观发展规律的必由之路。中泰证券基于2024年9-12月的社会消费零售额分项...

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