零售板塊拉昇走強 供銷大集(000564.SZ)等多股漲停
格隆匯6月2日丨零售板塊拉昇走強,供銷大集、友阿股份、百大集團、上海九百、南寧百貨等多股漲停。銀河證券指出,隨着國內疫情的發展總體向好趨勢,長期來看整體增速會經鐘擺軌跡迴歸至疫情前期的均值水平,消費市場規模仍會持續擴張。前期市場好看的超市行業、化粧品行業、電商及服務行業以及行業內的重點公司等均呈現出符合市場預期的表現。在此背景下,繼續維持前期全渠道配置的邏輯不變,同時建議增持超市、化粧品以及電商服務中的優質標的。

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