异动解读 | 农夫山泉盘中大跌5.16% 消费品类板块承压或为主因

异动解读12-13

农夫山泉(09633)今日盘中大跌5.16%,引发了市场广泛关注。

据报道,今日大消费类板块整体受压。机构认为,2024年消费市场低迷,板块基本面普遍承压。分析人士指出,尽管政策刺激在短期内带动了消费,但消费者对于未来收入预期仍存在担忧,消费能否持续回暖尚待观察。

与农夫山泉等大消费品类公司相关的蒙牛乳业(02319)、华润啤酒(00291)、海底捞(06862)等也出现不同程度下跌。除市场情绪转差外,农夫山泉本身暂未传出重大利好或利淡消息。

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