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中信建投纺服轻工教育行业2025年投资策略:在产品创新中寻找牛股 关注政策发力方向及关税影响
智通财经APP获悉,中信建投发布研报称,回顾2024年,具备独立逻辑的高景气消费标的和政策发力板块领跑行业,消费板块内部个股分化明显。展望2025年,该行认为有三条主线: 从需求侧转向供给侧,在产品创新中寻找牛股;内需关注政策发力方向;外需看关税进展和产能出海。
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