瑞银发表报告指,在去年展望中,下调了对餐厅与运动服饰品牌的股票评级,仅看好IP零售商。展望今年,由于该行对今年内地消费看法略为改善,提出三个投资主题,包括品类扩张、政策支持及存货周期。同时仍看好IP零售商的品类与海外扩张机会,并因潜在政策支持而略为看好餐饮业。由于库存清理周期的关系,对运动服饰股票仍保持相对审慎的态度。瑞银表示,偏好泡泡玛特(9992.HK)、名创优品(9896.HK)及海底捞(...
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