板块研究

Consumer Discretionary

Retail, autos, travel, restaurants, and consumer brands whose demand is sensitive to income and confidence.

25 只覆盖股票25 只已核验

板块研究快照

基于已核验研究档案汇总，不等待多只股票的实时行情请求。

覆盖股票
25
已核验股票
25
核验来源
78
已复核财报
25

结构性驱动

  • Real wage and employment trends
  • Housing and credit conditions
  • Brand and distribution strength

板块风险

  • Demand slowdown
  • Promotional pressure
  • Input and labor inflation

板块股票

优先展示核心覆盖，进入单股页查看价格、论点、风险和来源。

AMZNAmazon.com, Inc.HDThe Home Depot, Inc.MCDMcDonald's CorporationTSLATesla, Inc.ABNBAirbnb, Inc.BKNGBooking Holdings Inc.CMGChipotle Mexican Grill, Inc.FFord Motor CompanyGMGeneral Motors CompanyHLTHilton Worldwide Holdings Inc.LOWLowe's Companies, Inc.MARMarriott International, Inc.MELIMercadoLibre, Inc.NKENIKE, Inc.ORLYO'Reilly Automotive, Inc.SBUXStarbucks CorporationTJXThe TJX Companies, Inc.AZOAutoZone, Inc.DHID.R. Horton, Inc.EBAYeBay Inc.LENLennar CorporationLULUlululemon athletica inc.RCLRoyal Caribbean Cruises Ltd.ROSTRoss Stores, Inc.YUMYum! Brands, Inc.