研究报告 Research Report 1 Jun 2025 中国 & 中国 & 美国可选消费 China (A-share) & China (Overseas) & US Discretionary 可选消费 W22 周度趋势解析：本周黄金珠宝板块景气度延续，化妆品和零食持续调整 Analysis of weekly discretionary trends： The prosperity of the gold and jewelry sector continued, while cosmetics and snacks kept adjusting [Table_yemei1] 观点聚焦 Investment Focus | 股票名称 | 评级 股票名称 | 评级 | | --- | --- | --- | | 耐克 | Outperform 苏泊尔 | Outperform | | 美的集团 | Outperform 石头科技 | Outperform | | 露露柠檬 | Neutral 名创优品 | Outperform | | 泡泡玛特 | Outperform 海信家电 | Outper ...