金吾财讯 | 招银国际表示，将可选消费行业评级上调至“跑赢大市”。2024年国庆假期的客流量强劲(恢复率较中秋节和端午节有所提升)，但消费能力依然较弱。尽管零售销售增速仍面临压力，但较2024年9月已有环比改善，将有助于进一步推动行业估值重估。在各子行业中，该行认为家电和服装零售增长好于预期，而体育用品、餐饮和旅游-酒店则符合预期。该行认为中央政府近期推出的各项货币和财政刺激政策，将有力推动基本面触底并带动行业估值重估(仍有不少上升空间)。该行更看好家电和服装行业，因其在国庆假期的增长好于预期，而体育用品、餐饮和旅游行业表现符合该行的预期。推荐海尔智家(600690 CH/06690，买入)、特步(01368，买入)、安踏(02020，买入)、江南布衣(03306，买入)、波司登(03998，买入)、百胜中国(YUMC US/9987，买入)、达势(01405，买入)和亚朵(ATAT US，买入)。
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