新消费行业周报:泡泡玛特“星星人”新款热销 关注潮玩消费与AI+消费

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Feb 06

核心逻辑:1) 宏观消费:25 年社会消费品零售总额首破50 万亿元,其中全国网上零售额和服务零售额同增8.6%和5.5%。最终消费支出对经济增长的贡献率为52.0%。建议关注:服务消费、新型消费、促消费政策板块。2) AI+消费:2026 年CES 1 月9 日落下帷幕,我们认为,本届展会最大的特点是全面拥抱AI 技术,重点放在“应用落地”上,英伟达、AMD 和英特尔等大芯片巨头将目光投向物理...

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