China's consumer stocks are set to create the longest annual underperformance record in history

华尔街见闻
2025.12.22 00:30
沪深 300 主要消费指数预计将连续第三年跑输基准沪深 300 指数。沪深 300 主要消费指数今年以来下跌 6.6%，而沪深 300 指数同期上涨 16%。瑞银和光大证券国际指出，中国零售销售创下除疫情时期以外的最差表现并且房价持续下行，可能继续抑制内需。今年两次重要的政策会议已将提振内需列为首要任务。
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