金吾财讯 | 零售概念股部分上扬，阿里巴巴(09988)涨4.55%，美团(03690)涨1.54%，新秀丽(01910)涨2.06%，莎莎国际(00178)涨1.72%，茂业国际(00848)涨1.45%，京东(09618)、佐丹奴国际(00709)涨不足1%。华泰证券研报称，据统计局数据，3月社会消费品零售总额4.1万亿元，同比增5.9%（Wind一致预期4.2%），增速环比1—2月提升1.9个百分点。在加力扩围以旧换新等政策下，社会消费品零售总额增速有所加快，家电、通讯器材、体育娱乐用品等升级品类增速亮眼，核心CPI有所回升。该行指，展望后续，关税冲突带来潜在外部压力，扩大内需成为稳经济的重要抓手，伴随国家促消费增量政策的陆续落地，看好消费板块结构性机会，聚焦内需受益板块及新消费细分赛道的投资机会。
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