2025 年行情复盘:2025 年,SW 商贸零售指数上涨11.6%,跑输沪深300 指数6.1pct,由于24 年底涨幅较大的调改主线标的,业绩兑现仍需时间,导致走势相对平淡。SW 美容护理指数上涨0.4%,跑输沪深300 指数17.35ct。上半年再新消费行情支撑下一度表现较好,但进入下半年受整体大盘风格切换聚焦科技主线下,新消费主题热度逐步退却,受此影响而回调较为明显。25 年消费行业整体...
Source Link2025 年行情复盘:2025 年,SW 商贸零售指数上涨11.6%,跑输沪深300 指数6.1pct,由于24 年底涨幅较大的调改主线标的,业绩兑现仍需时间,导致走势相对平淡。SW 美容护理指数上涨0.4%,跑输沪深300 指数17.35ct。上半年再新消费行情支撑下一度表现较好,但进入下半年受整体大盘风格切换聚焦科技主线下,新消费主题热度逐步退却,受此影响而回调较为明显。25 年消费行业整体...
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