（原标题：【券商聚焦】海通国际：黑五零售增长显韧性 纺织服装业增持评级）金吾财讯|海通国际发布研报指，2025年黑色星期五美国零售额同比增长4.1%，其中服装零售增长5.7%，显示消费韧性。10月全球航空出行RPK同比增6.6%，但11月美国航空出行人数微降0.7%。 报告显示，纺织服装行业短期外需仍待观察，但2026年出口制造板块业绩修复逻辑清晰，主要基于三方面因素：美国关税政策落地、与品牌共担...
Source Link（原标题：【券商聚焦】海通国际：黑五零售增长显韧性 纺织服装业增持评级）金吾财讯|海通国际发布研报指，2025年黑色星期五美国零售额同比增长4.1%，其中服装零售增长5.7%，显示消费韧性。10月全球航空出行RPK同比增6.6%，但11月美国航空出行人数微降0.7%。 报告显示，纺织服装行业短期外需仍待观察，但2026年出口制造板块业绩修复逻辑清晰，主要基于三方面因素：美国关税政策落地、与品牌共担...
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