每经AI快讯,中信证券研报表示,完善生育支持政策体系的政策落地以及后续可能存在的潜在配套措施或者执行端的进一步实行,有望逐步提振居民生育意愿。短期可能无法很快看到政策的实施效果,但我们认为情绪上有望对与出生人口相对敏感的部分细分板块有所提振,建议重点关注:1)K12教培:本身景气度较高,生育支持政策有望进一步提振估值;2)品牌服饰:建议关注童装占比10%以上,有望受益生育政策带来的情绪催化,同时...
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