东吴证券:长短结合布局消费赛道 看好零食、保健及大健康龙头

智通财经网
Dec 10, 2025

智通财经APP获悉,东吴证券发布研报称,五个方向选股,优先确定性,自下而上于成长和困境反转中捕捉估值切换收益,头部零食企业、优质连锁零售业态兼具“新且快”,迭代能力强,增速横向比较更领先;低位布局积极出清的,2026年内出现拐点可能性大的白酒、乳业以及大餐饮板块,高度重视保健品大健康领域,银发经济基本盘稳固,年轻化新消费人群扩容,品类创新迭代积极,主要公司弹性体现在2026年。重视长生命周期与高...

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