金吾财讯 | 可选消费板块受压走低，特步国际(01368)跌8.9%，KEEP(03650)跌8.82%，美东汽车(01268)跌6.02%，海信家电(00921)跌5%，JS环球生活(01691)跌3.4%，百胜中国(09987)跌2.61%。招银国际表示，未来三个月，维持可选消费板块同步大市。12月的消费数据来看，除了家电行业，其他普遍较为惨淡。展望1季度，该行的看法比较审慎乐观，但认为2月的消费数据很可能岀现回调，因为大环境不好、天气不利以及旺季的吸虹效应等因素都可能使得节日后的需求出现断崖式下跌。但品牌之间的表现也越来越分化，明显看到大品牌的策略和优势开始奏效。
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