【券商聚焦】海通国际:中国可选消费行业复苏强劲 泡泡玛特领涨

金吾财讯
Jan 26

(原标题:【券商聚焦】海通国际:中国可选消费行业复苏强劲 泡泡玛特(09992.HK)领涨)金吾财讯|海通国际发布研报指,中国可选消费行业近期呈现强劲复苏态势,餐饮、潮玩及家电板块表现突出。政策面,个人消费贷款财政贴息政策延长至2026年底并扩大适用范围,显著提振消费信心。行业热点方面,泡泡玛特新品"电子木鱼"盲盒上市即售罄,二手市场出现溢价,显示潮玩市场需求旺盛。 研报显示,本周TCL电子(...

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