【国泰海通消费】政策催化下地产链机会展望

猛哥看商业
Feb 08

2026年以来,房地产市场在政策持续加码、供需协同发力的多重作用下,复苏暖意持续蔓延,如何看待地产链投资机会?近期哪些消费热点值得重点关注?国泰海通消费生力君七大行业首席:食品饮料/美护 訾猛、 社服/零售 刘越男、家电 蔡雯娟、轻工 刘佳昆、纺服 盛开、农业 王艳君/林逸丹,第一时间召开电话会议为您解读!【国泰海通食饮 訾猛】顺周期预期企稳,消费价值凸显顺周期预期企稳,消费旺季迎来边际改善。近期...

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