研究报告 Research Report 1 Dec 2025 Week 48 Discretionary Trends: Black Friday Kickoff Drives Strong Overseas Consumption Performance, Boosting Sentiment in A/H-Share Consumer Sectors [Table_yemei1] 观点聚焦 Investment Focus | [Table_Info] | | | | | --- | --- | --- | --- | | 股票名称 | 评级 | 股票名称 | 评级 | | 耐克 | Outperform | 科沃斯 | Outperform | | 美的集团 | Outperform | 李宁 | Outperform | | 京东集团 | Outperform | 苏泊尔 | Outperform | | 海尔智家 | Outperform | 石头科技 | Outperform | | 格力电器 | Outperform | 永辉超市 | Outperform | | 安踏体育 | Outperf ...