情绪消费多个赛道值得关注

海兰财经01-09

就消费板块后市投资而言，受益于资本市场财富效应潜在传导的偏高端消费，如免税、出境游、酒店等，以及供给相对出清、需求有望逐步复苏、格局较优的子行业，如生猪养殖、乳制品、餐饮及餐饮供应链等；对于长期配置方向，重点看好的细分行业包括IP产业链、宠物、美妆香氛、户外、健康饮料等。就近期而言，气温逐渐走低叠加各种支持性政策的不断推出，带动了冰雪旅游持续火热，在中航证券社服行业负责人裴伊凡看来，元旦及春节假期...

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