Glonghui, June 3 | Yamato released a report stating that most investors in the European market are only neutral in their holdings in Chinese stocks, and many investors are still interested in increasing Chinese consumer stocks. Investors are most interested in sportswear brands, followed by electronics and hotels. When it comes to sportswear, the bank is still optimistic about Anta. It believes that the brand has healthier inventory levels and better momentum in the current consumption downgrade environment. The bank's first choice in sportswear stocks is Shenzhou. Among Chinese consumer stocks, the bank is optimistic about OEM, home appliances, and the hotel industry, and will try to avoid restaurants and dairy companies, preferring Shenzhou, Chuangke, Haier Smart Home, Huazhu Group, and Dongpeng Drinks.
大行评级｜大和：欧洲投资者有意加仓中国消费股 该行看好代工生产、家电和酒店业
Big Bank Rating | Daiwa: European investors are interested in increasing Chinese consumer stock positions, the bank is optimistic about OEM, home appliances, and the hotel industry
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