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Huatai Securities: Positive on Four Structural Trends in the Consumption Sector
6 day ago /
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Author：小编
Huatai Securities has reaffirmed its positive outlook for the broad consumption sector in 2025, anticipating a gradual improvement in fundamentals and a potential revaluation of leading stocks. The firm highlights four key structural investment themes: the emergence of new domestic consumption trends, the surge in emotional consumption, the robust growth of the silver economy, and the AI-driven transformation of consumption technology. AI technology is fundamentally altering the consumer landscape, with associated computing power services, solutions, and leading consumer stocks exhibiting significant growth potential. Huatai Securities maintains its previous target list of consumption leaders, underscoring its confidence in these trends.
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