11月10日,A股消费板块集体回暖,中国中免、贵州茅台、安井食品、片仔癀等个股涨幅明显。对于消费板块市场回暖,招商证券及国信证券研究指出,此轮上涨并非孤立行情,而是多重利好共振下的价值重估:一方面,2025年国庆中秋双节全国出游8.88亿人次,消费8090亿元,同比增长1.23亿人次与1082亿元,消费数据验证了休闲旅游与高端消费的稳步复苏;另一方面,11月1日至7日为海南离岛免税新政首周,销售额...
Source Link11月10日,A股消费板块集体回暖,中国中免、贵州茅台、安井食品、片仔癀等个股涨幅明显。对于消费板块市场回暖,招商证券及国信证券研究指出,此轮上涨并非孤立行情,而是多重利好共振下的价值重估:一方面,2025年国庆中秋双节全国出游8.88亿人次,消费8090亿元,同比增长1.23亿人次与1082亿元,消费数据验证了休闲旅游与高端消费的稳步复苏;另一方面,11月1日至7日为海南离岛免税新政首周,销售额...
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