招银国际:国庆黄金周的消费势头温和,维持消费行业“跑赢大市”评级

格隆汇
Yesterday
招银国际发表研报指,中国国庆黄金周的消费势头温和,与端午节趋势大致相同。该行维持中国消费行业“跑赢大市”评级。选股方面,该行建议投资者选择盈利可见度强、现金流稳定且股息吸引的必需消费品股,以及受假期消费活动支持的超卖非必需消费品股和旅游股。

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