$农夫山泉(0963_老虎社区_美港股上老虎 - 老虎社区

$农夫山泉(09633)$农夫山泉没货，我可以喝康师傅，统一，雀巢，怡宝。替代性这么大瓶水公司撑的起6000亿吗？

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顺盈
2021-01-02
顺盈
茅台，金龙鱼，没货你也可以用别的替代，当前国内资产是大资金拥抱国内确定性资产，比如茅五洋，金龙鱼，酱油等，这些必须消费品，因为货币超发，国内没有大型确定性科技公司可以拥抱，几大电商最近又涉及垄断，所以你可以看到这些必须消费品还会上涨，一直到美元加息，国内财政政策调整
不贪心的年轻人
2021-01-01
不贪心的年轻人
我也觉得

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