【券商聚焦】海通国际:出行相关可选消费板块景气度较高 首推中国中免

金吾财讯
Dec 29, 2025

(原标题:【券商聚焦】海通国际:出行相关可选消费板块景气度较高 首推中国中免(601888.SH))金吾财讯|海通国际发布研报指,A/H和海外市场以出行为主的可选消费板块景气度较高。本周博彩、零售、黄金珠宝板块表现突出,分别上涨2.1%、1.9%、1.6%,而宠物、海外化妆品、国内运动服饰板块表现较弱,分别下跌3.7%、2.1%、2.1%。 报告显示,博彩板块上涨主要受益于澳门博彩毛收入数据改善及...

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