本报告导读:AI 应用持续火热,恒生指数公司公布系列季度检讨结果。投资要点:投资观点:① 情绪价值主线,推荐老铺黄金、名创优品;②AI技术应用端落地,推荐小商品城;③新零售消费,推荐红旗连锁、重庆百货;④关注服务业消费,推荐长白山,受益标的西域旅游、祥源文旅。上周行情回顾:上周商贸零售板块涨幅-1.26%,消费者服务板块涨幅+0.19%,在所有行业中分别位列24 和12(共30 个行业)。未停牌...
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