招银国际发表研究报告指，政策推动消费增长持续改善，内地消费品行业估值或可迎来重估机会，虽然内地零售市场销售增长仍然受压，但与9月相比已录得进一步改善，细分行业当中家电及服装零售业销售增长超出预期，而运动服装、餐饮和旅游等行业则基本符合预期，目前将行业评级上调至“跑赢大市”。
招银国际偏好海尔智家(06690.HK) 、特步(01368.HK) 、安踏(02020.HK) 、江南布衣(03306.HK) 、波司登(03998.HK) 、百胜中国(09987.HK) (YUMC.US) 、达势股份(01405.HK) 以及亚朵(ATAT.US) ，均予“买入”评级。(gc/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-08 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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