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大消费板块爆发

下或表现亮眼；白酒行业受到批发价持续下行影响，短期内难现趋势性向上的机会。从今年“火”过的消费方向来看，上述基金经理分析道：“新消费”因定期报告业绩兑现不及预期，正在经历盈利预测下调与估值消化的过程；宠物食品、黄金珠宝等品类仍保持着可观的业绩增速，待估值调整到位后，明年的增长优势或进一步凸显。郑良海补充道，后续还可关注AI技术驱动下的消费升级机会：健康可穿戴设备、智能家电、数码产品、智能家居等；符

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