轻工制造行业周报:美国12月成屋销售超预期 AI眼镜迎催化

华福证券
Jan 18

投资要点:【周观点】①美国12 月成屋销售超预期,关注美国地产链相关消费需要改善。②META 寻求到2026 年将AI RAY-BAN 产能提高一倍达到2000 万副,智能眼镜建议关注康耐特光学、明月镜片、博士眼镜。③家居、文具等内需消费虽仍偏弱,但我们看到龙头公司目前股价已处历史低位,建议关注边际改善带来的估值修复。1)出口链:①美国成屋销售在12 月升至2023 年以来的最高水平,12 月成屋...

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