高盛发表研究报告指，该行网上品牌追踪显示，今年9月及2026年第三季中国网上消费需求于双11前整体仍偏弱，多数追踪品类按年下跌，惟宠物食品及保健品有逐渐改善。天猫/淘宝及京东-SW(09618.HK) 合计，9月宠物食品及保健品销售分别按年升5%及1%，其余品类则下跌，其中白电按年跌40%，运动鞋跌10%，啤酒、美妆及小型厨房电器各跌8%，女装跌6%，婴幼儿配方奶粉及运动服各跌5%，乳制品跌4%。...
Source Link高盛发表研究报告指，该行网上品牌追踪显示，今年9月及2026年第三季中国网上消费需求于双11前整体仍偏弱，多数追踪品类按年下跌，惟宠物食品及保健品有逐渐改善。天猫/淘宝及京东-SW(09618.HK) 合计，9月宠物食品及保健品销售分别按年升5%及1%，其余品类则下跌，其中白电按年跌40%，运动鞋跌10%，啤酒、美妆及小型厨房电器各跌8%，女装跌6%，婴幼儿配方奶粉及运动服各跌5%，乳制品跌4%。...
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