81主要观点一、行情回顾:本周(2025.03.24-2025.03.28),A股SW纺织服饰行业指数下跌2.38%,轻工制造行业下跌1.81%,而沪深300上涨0.01%,上证指数下跌0.40%。纺织服装在申万31个一级行业中涨幅排名第25位,轻工制造在申万31个一级行业中涨幅排名第18位。二、核心逻辑:1)轻工行业:我们认为DeepSeek等AI新技术与轻工制造有望深度融合,伴随以旧换新政策...
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