2025年食品板块怎么投资？杰富瑞首选味好美和克罗格等

智通财经2024-12-30

智通财经APP获悉，杰富瑞分析师Rob Dickerson预计，美国许多大型食品公司的需求疲软将持续，因为消费者继续质疑标志性品牌的价值，且GLP-1药物使用量增加导致许多人寻求更新鲜/更健康的产品。Dickerson及其团队还预计，随着公司着眼于恢复长期有机增长模式，将会出现一些并购活动。进入新的一年，在大盘股方面，杰富瑞首选味好美(MKC.US)和克罗格(KR.US)，均予“买入”评级，在...

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