大消费逆市爆发:政策与基本面共振下的投资主线梳理

金融小博士
Dec 15, 2025

近期大科技回调之际,大消费板块逆市反弹,百货零售、乳制品、预制菜等多条线涨停,背后是政策东风、行业基本面修复、资金共识三重共振的结果。本文从逻辑到标的,拆解消费主线的投资价值。一、政策东风:力度空前且具持续性政策是本轮消费行情的导火索。上周末商务部、央行等联合印发《关于加强商务和金融协同更大力度提振消费的通知》,叠加中央经济工作会议将“坚持内需主导”置于2026年重点任务首位,今日《求是》文章《...

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