梳理大消费板块25年一季报业绩阶段新高个股，消费的业绩具备延续性，一个单品卖得好，不可能只卖一阵子，而是持续的过程，这点与科技的属性不一样，所以消费的绩优股，如果有回调可能是机会。<img src="https://robo-storage.datayes.com/feed/image/prd/20250528/27d60e3d-43a7-4d3b-b72f-4f4bd3953e78.jpeg" data-thumbnail="data:image/png;base64,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" data-width="515" data-height="918">来源：大阳金融研究所

回调即机会，大消费25Q1绩优股名单!