消费复苏的确定性较高_老虎社区_美港股上老虎

消费复苏的确定性较高，特别是政策扶持下的黄金珠宝、国货美妆等赛道值得关注。像毛戈平(01318)、老铺黄金(06181) 这类个股，在行业增长+政策利好的双重加持下，可能会继续走强。

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