花旗发表报告指,国务院批复《扩大消费“十五五”规划》,目标到2030年消费市场总体规模持续扩大,社会消费品零售总额达到60万亿元人民币左右,消费对经济增长的拉动作用进一步增强。虽然该行不预期新政策立即带来消费的显著提振,但相信会逐步改善中国可选消费股的市场情绪,尤其是在近期投资者进行行业轮动的背景下。该行青睐的10只估值具吸引力的中国消费大型股,包括美的集团(00300.HK) 、安踏体育(...
Source Link花旗发表报告指,国务院批复《扩大消费“十五五”规划》,目标到2030年消费市场总体规模持续扩大,社会消费品零售总额达到60万亿元人民币左右,消费对经济增长的拉动作用进一步增强。虽然该行不预期新政策立即带来消费的显著提振,但相信会逐步改善中国可选消费股的市场情绪,尤其是在近期投资者进行行业轮动的背景下。该行青睐的10只估值具吸引力的中国消费大型股,包括美的集团(00300.HK) 、安踏体育(...
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