上周恒生指数变动为-2.87%，恒生综指变动为-3.11%，恒生国企指数变动为-4.22%，大盘整体下跌。恒生非必需性消费业及恒生必需性消费业分别变动-1.48%及3.00%，必需性消费业逆势上涨。恒生指数行业中，涨跌幅排名前5 的行业分别是恒生公用事业、恒生必需性消费业、恒生电讯业、恒生工业、恒生非必需性消费业。此外，从PE(TTM)对比情况来看，非必需性消费业的估值水平仍然较高，PE(TTM)为130 倍，排名第二，仅落后于医疗保健业，而必需性消费业的估值水平已回落到中等水平，PE(TTM)为19 倍，高于恒指但低于前几名。

上周大盘整体下跌，必需消费逆市上涨 ........................................................................... 1
1. 上周行情回顾：上周大盘整体下跌，必需消费逆市上涨 ............................................. 3
2. 上周消费板块个股表现 ................................................................................................ 6
3. 行业热点 ...................................................................................................................... 8
3.1 食品饮料行业 ........................................................................................................ 8
3.1.1 行业数据 ............................................................................................................ 8
3.1.2 行业要闻 ............................................................................................................ 9
3.2 汽车行业 ............................................................................................................... 9
3.3 纺织服装行业 ...................................................................................................... 10
3.4 博彩行业 ............................................................................................................. 10
4. 投资标的 .................................................................................................................... 12
5. 风险提示 .................................................................................................................... 12