东方证券：消费刺激政策落地居民消费景气度明显回升

智通财经2025-04-21

智通财经APP获悉，东方证券发布研报称，消费复苏趋势良好，线上零售势能持续释放，电商行业交易额增量得到有力支撑，维持行业看好评级。推荐份额企稳，变现能力提升的电商行业龙一阿里巴巴SW(09988，买入);家电3C品类优势、国补政策红利最明显受益者京东集团-SW(09618，买入);建议关注平台生态持续优化的头部货架电商平台拼多多(PDD.US，买入)、领先内容电商平台快手-W(01024，买入)，...

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东方证券：消费刺激政策落地 居民消费景气度明显回升

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东方证券：消费刺激政策落地居民消费景气度明显回升