美国消费行业策略：是否已至抛售尾声？是否需准备行业轮动？-U.S. Consumer Strategy; have we reached capitulation yet & should we prepare for a sector rotation_ Webinar Transcript
2025-12-22 14:2918 December 2025 U.S. Consumer Strategy & Quantitative Research U.S. Consumer Strategy; have we reached capitulation yet & should we prepare for a sector rotation? Webinar Transcript Alexia Howard +1 917 344 8453 alexia.howard@bernsteinsg.com Danilo Gargiulo +1 917 344 8475 danilo.gargiulo@bernsteinsg.com Zhihan Ma, CFA +1 917 344 8303 zhihan.ma@bernsteinsg.com Nadine Sarwat, CFA +44 20 7676 6849 nadine.sarwat@bernsteinsg.com Aneesha Sherman +1 917 344 8457 aneesha.sherman@bernsteinsg.com Cinnie Lin +1 917 ...