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 我们认为，中长期维度服务型消费仍然是消费里较具确定性的消费增量方向，对标发达经济体，我国服务型消费占比仍有10-16个百分比提升空间，包括潮玩、游戏、出行链等等。上述行业景气度较高，且当前估值水平位于历史低位，我们认为一旦外部环境趋于稳定，市场风险偏好有所回暖，上述方向的反弹空间可能会更大。另外，我们发现，同样具备高景气和低估值条件的还有消费品出海方向，参考日、韩，我国出海正处于从产品输出到品牌、供应链和生态输出，进入“全球品牌经营”的阶段，短期受美伊战争、关税等影响了板块估值和盈利预期，但是我们认为战争情绪冲击最大的时候大概率已经过去，且经过过去一年来，优秀企业通过全球产能布局，或已有足够经验应对关税风险，拉长看，有一批优秀企业正逐步从中国本土企业向真正的全球经营企业演变。  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