(以下内容从国金证券《轻工造纸行业研究:潮玩烟草强化beta配置,先出海再内需挖掘alpha》研报附件原文摘录)投资建议:一、潮玩&烟草强化全年beta配置:龙头标配+二线超配策略(一)潮玩赛道:持续做厚IP价值,海外提速&渠道提效带来新机遇:1)持续做厚IP价值:衍生品系列,虚拟动漫影视,线下乐园门店2)品类创新与效率:围绕“悦己+社交+收藏”的复合需求,拓展多价位与多场景产品线3)全球化扩张:...
Source Link(以下内容从国金证券《轻工造纸行业研究:潮玩烟草强化beta配置,先出海再内需挖掘alpha》研报附件原文摘录)投资建议:一、潮玩&烟草强化全年beta配置:龙头标配+二线超配策略(一)潮玩赛道:持续做厚IP价值,海外提速&渠道提效带来新机遇:1)持续做厚IP价值:衍生品系列,虚拟动漫影视,线下乐园门店2)品类创新与效率:围绕“悦己+社交+收藏”的复合需求,拓展多价位与多场景产品线3)全球化扩张:...
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