金吾财讯 | 统一企业中国(00220)早盘股价持续走高，午后维持于高位，截至发稿，报7.85港元，涨幅5.8%，成交额3884.49万港元。消息面上，美银证券发表报告指出，在基准情境下，预计今年将开始逐步和有针对性的消费者刺激措施出台，但在经济和地缘政治压力下，不排除后期将有更强而有力的政策出台。此外，该行认为内需股去年受累于“4D(需求、通缩、去库存和分拆)”的冲击。尽管压力持续，但鉴于基数较低及企业自身努力如严控成本，部分内需企业财报有望回升。尽管行业存在周期性波动，但仍有部分因独特需求(如健康、户外、体验及个人兴趣等)或供应侧驱动的行业具结构性增长的空间。该行维持公司“买入”评级，目标价由8.3港元上调至8.7港元。
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