金吾财讯 | 消费板块上扬，沪上阿姨(02589)涨6.50%，奈雪的茶(02150)涨2.53%，泡泡玛特(09992)涨2.33%，巨子生物(02367)涨1.47%，上美股份(02145)涨1.19%，小米集团-W(01810)涨1.23%，名创优品(09896)涨0.97%。国信证券表示，节后以来零售及美护板块出现较多回调，主要系外围事件冲击下，大盘风险偏好下行，板块情绪走弱；同时基本面在节日错期和投放趋于谨慎，以及去年基数较高等因素下略有承压。但我们认为阶段性回调也为后续优质龙头的反弹积蓄了势能。一方面，政策促内需方向明确，未来在特定人群民生补贴，服务消费等增量方向上仍有较大的发力空间；另一方面，企业自身运营调整也有望逐步显现成效，无论是零售调改的推进，还是美护产品的推新，有望依托适配于新需求下的新供给转型，驱动龙头业绩的再成长。
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