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大行評級|里昂:必需消費品行業中最看好運動服飾板塊 重申安踏為首選股
格隆匯 03-18 15:06

里昂發表研究報吿指,國務院新聞辦公室公佈提振消費專項行動方案,政策基調大致符合市場預期,接下來業績期企業的態度和零售銷售數據將至關重要。該行指,自上週五以來中國消費股一直領先於消費政策走勢,運動服飾、白酒、乳製品等高波動性股份表現出色,主要來自估值修復的支持,預測今年國家支持政策將繼續利好國貨替代投資主題、運動服飾、IP以及白酒等產業。

里昂表示,必需消費品行業中最看好運動服飾板塊,因為服裝行業在結構性滲透率提升方面有一定空間,而且宏觀政策前景向好,重申安踏為首選股,消費板塊其他首選股包括蒙牛、農夫山泉和華住集團。

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