里昂发表研报指,目前未知中国当局会如何贯彻中央政治局会议中所提到的“2025年大力提振消费”承诺,由于至今只见到现有以旧换新补贴计划有所扩展,现时假设消费相关政策不会出现重大改变,亦未预期国内消费将大幅加快。因此在选股方面,里昂倾向选择能应对价格压力的企业,包括华住集团(01179.HK) (HTHT.US) 、百胜中国(09987.HK) (YUMC US)、海天味业(603288.SH) 及...
Source Link里昂发表研报指,目前未知中国当局会如何贯彻中央政治局会议中所提到的“2025年大力提振消费”承诺,由于至今只见到现有以旧换新补贴计划有所扩展,现时假设消费相关政策不会出现重大改变,亦未预期国内消费将大幅加快。因此在选股方面,里昂倾向选择能应对价格压力的企业,包括华住集团(01179.HK) (HTHT.US) 、百胜中国(09987.HK) (YUMC US)、海天味业(603288.SH) 及...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.