格隆汇3月18日|里昂发表研究报告指,国务院新闻办公室公布提振消费专项行动方案,政策基调大致符合市场预期,接下来业绩期企业的态度和零售销售数据将至关重要。该行指,自上周五以来中国消费股一直领先于消费政策走势,运动服饰、白酒、乳制品等高波动性股份表现出色,主要来自估值修复的支持,预测今年国家支持政策将继续利好国货替代投资主题、运动服饰、IP以及白酒等产业。里昂表示,必需消费品行业中最看好运动服饰板块,因为服装行业在结构性渗透率提升方面有一定空间,而且宏观政策前景向好,重申安踏为首选股,消费板块其他首选股包括蒙牛、农夫山泉和华住集团。
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大行评级|里昂:必需消费品行业中最看好运动服饰板块 重申安踏为首选股
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