摩根士丹利发表研究报告指，今年首两个月，内地零售销售按年增长4%，对比去年12月的增长为3.7%，并略高于市场预期的3.8%，显示行业正在初步复苏，需求持续回稳。
不过，大摩提到，全面复苏仍然需时，偏好具消费复苏主题企业，包括蒙牛(02319.HK) 、伊利(600887.SH) 及周大福(01929.HK) 等，又看好高增长股，如泡泡玛特(09992.HK) 及巨子生物(02367.HK) ；及偏好盈利具韧性及股东回报理想的公司，包括百胜中国(09987.HK) (YUMC.US) 和安踏(02020.HK) 。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-17 12:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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