高盛发表报告指出，展望今年消费者在开支方面将保持理性，而消费信心的恢复将依赖于更为持续的政策支持、房地产市场稳定、就业市场改善及经济活动的恢复。该行预计企业的销售和利润可能在去年第三季或去年下半年触底，但政策实施的范围、通缩趋势的逆转及来自整合趋势的风险和并购机会，均会影响今年的整体消费趋势。
该行认为，具备结构性增长机遇的公司或行业，更有能力降低宏观波动带来的影响。该行于3至6个月的时间内，看好的行业包括白色家电、零售多元化、特定的运动品牌及乳制品和饮料。
该行偏好的内需股包括安踏(02020.HK) (“确信买入”名单)、贵州茅台(600519.SH) 、美的(00300.HK) 、农夫山泉(09633.HK) 、百胜中国(09987.HK) 、康师傅(00322.HK) 、蒙牛(02319.HK) 、名创优品(09896.HK) 、巨子生物(02367.HK) 、老铺黄金(06181.HK) 及海信家电(00921.HK) 等。(jl/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-16 16:25。) (A股报价延迟最少十五分钟。)
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