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TD Cowen:MAHA计划来袭,必需消费品股挑战升级
智通财经APP获悉,以罗伯特·莫斯科为首的 TD Cowen 分析师表示:“2024 年对于必需消费品股来说是艰难的一年,而 2025 年预计将更加艰难”,因为特朗普政府期间的经济和商业友好型前景正在导致投资者从必需消费品股转向科技和非必需消费品股。
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