《大行》摩通:中国国庆黄金周消费表现胜预期 惟复苏步伐明显分化

阿斯达克财经
Oct 13

摩根大通发表研究报告指,国庆黄金周期间的实际表现较市场普遍预期的“全面疲弱”为佳,但复苏步伐仍明显分化。摩通引述专家指,在其追踪的12个类别中有8个录得正增长,假期高峰效应非常明显,旅游城市表现突出,需求亦更为集中在假期前后。区域分布上,一线城市的消费力及会员客单方面继续领先二线,而一些旅游业发达的市场,啤酒消费量显著超出预期。饮料板块方面,农夫山泉(09633.HK) 第三季表现强劲,整体销售...

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