(以下内容从国金证券《传媒互联网产业行业研究:恒生科技继续回调,“沪七条”企稳房市价格锚》研报附件原文摘录)本周观点咖啡茶饮:1)咖啡:高景气维持;行业具备β性红利,各品牌依旧积极开店,整体咖啡行业价格竞争趋缓;阿拉比卡咖啡期货价格持续下跌,后续有望带来成本改善。2)茶饮:略有承压;短期平台AI流量大战,奶茶成为引流品,数据依旧具备韧性;但有关“糖税”征收相关研究讨论引发市场担忧。电商:持续承压。...
Source Link(以下内容从国金证券《传媒互联网产业行业研究:恒生科技继续回调,“沪七条”企稳房市价格锚》研报附件原文摘录)本周观点咖啡茶饮:1)咖啡:高景气维持;行业具备β性红利,各品牌依旧积极开店,整体咖啡行业价格竞争趋缓;阿拉比卡咖啡期货价格持续下跌,后续有望带来成本改善。2)茶饮:略有承压;短期平台AI流量大战,奶茶成为引流品,数据依旧具备韧性;但有关“糖税”征收相关研究讨论引发市场担忧。电商:持续承压。...
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