159936 可选消费
已收盘 08-23 15:00:00
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华泰 | 可选消费:促服务消费意见出台,提振板块信心
华泰睿思 · 08-05
华泰 | 可选消费:促服务消费意见出台,提振板块信心
华泰2024年中期策略 | 可选消费:消费回归理性,把握结构机遇
华泰睿思 · 07-23
华泰2024年中期策略 | 可选消费:消费回归理性,把握结构机遇
华泰证券:可选消费需求有待改善 外需&细分行业龙头韧性强
智通财经 · 07-18
华泰证券:可选消费需求有待改善 外需&细分行业龙头韧性强
证券之星ESG案例集:可选消费代表企业
证券之星 · 07-11
证券之星ESG案例集:可选消费代表企业
ETF最前线 | 广发中证全指可选消费ETF(159936)早盘上涨0.62%,无人驾驶主题走强,天迈科技上涨20.02%
21世纪经济报道 · 07-10
ETF最前线 | 广发中证全指可选消费ETF(159936)早盘上涨0.62%,无人驾驶主题走强,天迈科技上涨20.02%
【券商聚焦】招银国际:对可选消费未来三个月看法维持中性
金吾财讯 · 07-08
【券商聚焦】招银国际:对可选消费未来三个月看法维持中性
建银国际指消费降级仍是行业主题,下半年偏好可选消费
金吾财讯 · 07-03
建银国际指消费降级仍是行业主题,下半年偏好可选消费
浦银国际:预计必选消费下半年的股价表现可能优于可选消费
智通财经网 · 06-17
浦银国际:预计必选消费下半年的股价表现可能优于可选消费
华泰 | 可选消费:关注头部国货618表现
华泰睿思 · 05-23
华泰 | 可选消费:关注头部国货618表现
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可选消费:消费回归理性,把握结构机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2453015839","media":"华泰睿思","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2453015839?lang=zh_cn&edition=full","pubTime":"2024-07-23 07:09","pubTimestamp":1721689740,"startTime":"0","endTime":"0","summary":"2)医美:24H2 重组胶原有望继续维持C位。本次618大促,各电商平台对“预售”等规则进行了优化,较大幅度提升了消费者的购物体验,线上销售增长有所提速。可选消费方面,化妆品、服鞋针纺提速明显,金银珠宝因金价震荡表现较弱。24年以来,抖音依然维持较快增长,而天猫发布品牌经营策略、全面聚焦于让品牌商家获得未来可期的生意增长,呈现出弱复苏。我们观察到23年以来,天猫30元以下价位带的产品其","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzA5NDI5MDQwMg==&mid=2649777336&idx=4&sn=e020fd3aade89cbcff03e0c158d408c0&chksm=8950ef157fe41b4d18373874803611bf7d85828c292b2fc90abe4f35bb8dee9c9f85a88caafb&scene=0#rd","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"weixin_highlight","symbols":["159936"],"gpt_icon":0},{"id":"2452174740","title":"华泰证券:可选消费需求有待改善 外需&细分行业龙头韧性强","url":"https://stock-news.laohu8.com/highlight/detail?id=2452174740","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2452174740?lang=zh_cn&edition=full","pubTime":"2024-07-18 16:25","pubTimestamp":1721291117,"startTime":"0","endTime":"0","summary":"家居出口方面,补库需求带动出口企业Q2收入延续稳增,增速表现将明显优于内贸,但海运涨价&汇兑高基数阶段性扰动盈利,期待后续改善。轻工消费需求仍待改善,但细分赛道龙头受益于渠道红利/多业务开拓,预计收入增长韧性更强。利润端,原料成本低位震荡,公司持续强化降本控费,但考虑行业竞争加剧及收入下行对费用摊薄效应减弱,Q2家居内贸企业利润增速或略弱于收入增速。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1152578.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0012","LU1064130708.USD","LU1979443071.USD","LU1781817850.SGD","BK0028","LU2148510915.USD","LU1934453819.USD","159936","LU1580142542.USD","LU1064131003.USD","BK0276","LU1328615791.USD","BK0188","601688","BK0183"],"gpt_icon":0},{"id":"2450798384","title":"证券之星ESG案例集:可选消费代表企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2450798384","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2450798384?lang=zh_cn&edition=full","pubTime":"2024-07-11 15:32","pubTimestamp":1720683142,"startTime":"0","endTime":"0","summary":"在这样的背景下,ESG的实践成为了衡量可选消费行业企业可持续发展能力的重要标尺。秉承传递ESG理念、助力企业高质量的宗旨,证券之星建立上市公司ESG联盟,已有数百家企业参与并提交ESG案例,证券之星通过梳理具体实践案例,展示这些企业如何在追求高质量发展的道路上,积极应对挑战,把握机遇,实现经济效益与社会效益的双赢。因此均胜电子在ESG方面的表现,不断获得第三方评级机构的认可。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://finance.stockstar.com/SS2024071100024588.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["159717","159936","161027"],"gpt_icon":0},{"id":"2450839504","title":"ETF最前线 | 广发中证全指可选消费ETF(159936)早盘上涨0.62%,无人驾驶主题走强,天迈科技上涨20.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=2450839504","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2450839504?lang=zh_cn&edition=full","pubTime":"2024-07-10 12:03","pubTimestamp":1720584180,"startTime":"0","endTime":"0","summary":"南方财经7月10日电,南财金融终端显示,今日无人驾驶主题走强,截至午间收盘 上涨1.66%。持有无人驾驶主题股票的广发中证全指可选消费ETF早盘上涨0.62%,最新价报1.619元。截至上个交易日,该基金近五个交易日净值上涨0.37%,近一个月净值下跌4.58%。该基金自成立以来净值增长率为61.4%,管理人为广发基金管理有限公司,基金经理为姚曦。截至午间收盘,无人驾驶主题涨跌幅最高的五只股票为:天迈科技、经纬恒润、中海达、*ST索菱与星网宇达。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240710120357959bc3ff&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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招银国际表示,对可选消费未来三个月看法维持中性。整体来看,6月的消费环境对比4月和5月又重新开始转弱,同店销售仍在下跌。分行业看,仅服装行业符合预期,家电、体育用品、酒旅、餐饮表现均低于预期。而根据各种前瞻性的指标,如就业情况、储蓄意愿、消费习惯来看,该行对三季度和下半年展望略有担忧。目前较推荐服装行业以及高股息的目标。从中长线布局看,因为估值仍然偏低,仍可收集竞争力较高的公司。推荐江南布衣(03306,买入)、波司登(03998,买入)、特步(01368,买入)、安踏(02020,买入)、达势股份(01405,买入)和海尔智家(06690,买入)。","market":"other","thumbnail":"https://static.szfiu.com/news/20200908/ZjFkNmRhNDdmNGNlNWE2NWI4ZjM1ZDNmNTg4YjM5OTg4NDI0NTU0Nw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200908/ZjFkNmRhNDdmNGNlNWE2NWI4ZjM1ZDNmNTg4YjM5OTg4NDI0NTU0Nw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"1939969","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0890818403.SGD","82020","LU0594300419.USD","159936","LU0708995583.HKD","BK1583","LU2279701549.SGD","02020","IE0008368742.USD","03306","IE00B5MMRT66.SGD","LU0868486357.SGD","LU0862451753.SGD","BK1589","LU0431992006.USD","BK1168","BK1607","BK1521","LU0650527681.SGD","LU0052750758.USD","LU0320764599.SGD","BK1227","03998","LU0326950275.SGD","BK1214","BK1512","06690","BK1502","01405","IE00B543WZ88.USD","BK1500","BK1233","IE0034224299.USD","BK1557","SG9999004311.SGD","LU2039709279.SGD","01368","LU1655091616.SGD","ANPDY","LU0251144936.SGD","IE00BGV7N243.SGD","LU0048597586.USD"],"gpt_icon":0},{"id":"2448259811","title":"建银国际指消费降级仍是行业主题,下半年偏好可选消费","url":"https://stock-news.laohu8.com/highlight/detail?id=2448259811","media":"金吾财讯","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2448259811?lang=zh_cn&edition=full","pubTime":"2024-07-03 13:35","pubTimestamp":1719984911,"startTime":"0","endTime":"0","summary":"相比之下,该行预计大多数必需消费品公司将在2024年上半年报告疲软的业绩,因为零售需求不振。该行续指,消费降级仍是行业主题。在疲软的宏观经济环境下,中国消费者对消费更为谨慎。尽管情况逐步改善,但与疫情前水平相比,消费者信心仍然低迷。","market":"sh","thumbnail":"https://static.szfiu.com/news/20210810/MmVhZTZkMDM4NGVmNGFjNGI4NWVlMGI4Yzg3MDVjMjMzODE0Mjk0ODA4MTA0.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/MmVhZTZkMDM4NGVmNGFjNGI4NWVlMGI4Yzg3MDVjMjMzODE0Mjk0ODA4MTA0.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","isJumpTheme":false,"source_url":"1939681","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1249","01361","BK1583","LU0048580855.USD","BK1227","06862","LU2279701549.SGD","159936","LU0072462343.USD","LU0348825331.USD","LU1102505762.USD","BK1604","BK1500","LU0327786744.USD","LU2125910500.SGD","LU1880383366.USD","LU0541502299.USD","LU0823426480.USD","BK1168","82331","LU1048588211.SGD","09896","BK1233","BK1502","LU0228659784.USD","02331","LU0823426308.USD","BK1610","LU0370786039.SGD","LU0348805143.USD","BK1588","09987","01368","BK1246","LU0572944931.SGD","LU0594300419.USD","LNNGY","LU0650527681.SGD","BK1512","LU0417516902.SGD","LU0593848301.USD","BK1589","BK1591","LU0541501648.USD","LU2045819591.USD"],"gpt_icon":0},{"id":"2444580241","title":"浦银国际:预计必选消费下半年的股价表现可能优于可选消费","url":"https://stock-news.laohu8.com/highlight/detail?id=2444580241","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2444580241?lang=zh_cn&edition=full","pubTime":"2024-06-17 16:10","pubTimestamp":1718611831,"startTime":"0","endTime":"0","summary":"展望下半年,一系列提振房地产市场、拉动内需政策有望在下半年逐步落实,促使下半年消费数据在低基数下实现加速增长。","market":"us","thumbnail":"https://img.zhitongcaijing.com/source/image/59707.jpg?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/source/image/59707.jpg?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1136133.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["159936"],"gpt_icon":0},{"id":"2437791224","title":"华泰 | 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