《大行》花旗:中国消费品上半年业绩好淡参半 调整板块优选次序

阿斯达克财经
Sep 04

花旗指出,在该行中国消费品覆盖范围内,2026年上半年业绩分别有27%高于预期、38%符合预期及35%低于预期。尽管结构性趋势未变,包括转向体验/服务消费以追求情感价值、更重视健康福祉、银发经济兴起,以及新兴渠道与多品牌等,该行仍因应各公司更新的2026年下半年展望,调整板块优选次序。必需品首选蒙牛乳业(02319.HK) 及农夫山泉(09633.HK) ;非必需品首选安踏体育(02020.HK)...

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