华泰证券商贸/轻工/纺服中期策略：消费回归理性把握结构机遇

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智通财经APP获悉，华泰证券发布商贸/轻工/纺服中期策略指出，产品力突出的国货借势渠道机遇持续提升份额，建议关注美妆/医美国货品牌。Q2受金价扰动、不改中期相对景气，板块估值调整至高性价比区间，建议关注品牌力强的头部珠宝企业。轻工方面，建议把握低估值龙头估值修复机会，同时推荐具备独立成长逻辑的高景气赛道，如新消费、企业出海等。此外，制造企业订单有望持续改善，理性消费崛起，建议关注头部纺织制造企业及...

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华泰证券商贸/轻工/纺服中期策略：消费回归理性 把握结构机遇

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华泰证券商贸/轻工/纺服中期策略：消费回归理性把握结构机遇