商贸零售行业周报:关注零售行业年度投资策略:保值、颜值、情绪价值

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Nov 09, 2025

零售行业2026 年投资策略:从保值到颜值,再到情绪价值本周我们发布零售行业2026 年度投资策略,分板块来看,(1)黄金珠宝:行业核心逻辑已发生深刻变化:金价高涨、婚庆下滑,传统渠道品牌竞争力削弱,同时情绪消费兴起叠加社媒传播助力,部分具备差异化产品力和消费者洞察力的新兴产品型品牌崛起,在爆款打造、终端销售和加盟商开店等多维度验证竞争优势,品牌势能亦持续提升,建议关注高端中式黄金和年轻时尚黄金等...

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