湘财证券：春节消费数据证明内需市场强大韧性维持商贸零售行业“增持”评级

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智通财经APP获悉，湘财证券发布研报称，维持商贸零售行业“增持”评级。在内需市场场景分化的现状下，商贸零售领域建议持续关注：(1)新技术催化下的结构性机会，如AI+等板块，智能化消费正成为新的增长点。(2)关注下沉消费市场的扩容潜力，春节假期期间下沉市场的消费升级趋势明显，三四五线城市酒店间夜量同比增长亮眼，看好文旅、餐饮等消费领域具备下沉渠道优势的连锁品牌。(3)假期前后建议关注文旅产业链龙头，...

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湘财证券：春节消费数据证明内需市场强大韧性 维持商贸零售行业“增持”评级

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湘财证券：春节消费数据证明内需市场强大韧性维持商贸零售行业“增持”评级