小虎虎legends
09-27
乘风破浪
@美港探案:
中国政策面频吹暖风,一系列重磅政策密集发布,给资本市场注入了强劲动力。在此背景下,“大消费” 板块也跟着水涨船高,成为市场关注的焦点。 政策组合拳直击痛点,流动性宽松助力市场反转。首先,从政策层面看,这次政策组合拳力度特别大、覆盖面超广,实在罕见。央行下调存款准备金率 0.5 个百分点,释放的长期流动性约1万亿元,给市场提供了充足 “弹药”。市场普遍预期,随着流动性改善和预期反转,港股及A股市场有望迎来新的上涨周期,而消费板块作为市场的风向标,自然就成了资金追捧的热点。 消费股处于估值洼地,机构资金争相布局。就拿海底捞、九毛九等餐饮股来说,股价跌幅那叫一个深,让人惊讶。不过从另一个方面看,这也给投资者提供了足够的安全边际和布局良机。安踏体育的业绩表现很亮眼,不仅营收和净利润双增长,毛利率还创历史新高,展现出作为行业龙头的稳健实力。随着市场情绪回暖以及资金涌入,消费板块有望迎来估值修复和业绩增长的双重驱动。 消费板块逐步复苏,投资价值凸显。当前,尽管消费环境还面临一定压力,但不少消费龙头企业凭借优秀的基本面和强大的市场竞争力,已经展现出强劲的复苏势头。未来消费市场的增长空间依然广阔,优质消费企业的投资价值也将进一步凸显。 $海底捞(06862)$ $九毛九(09922)$ $安踏体育(02020)$ @爱发红包的虎妞 @小虎活动 @话题虎
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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\n<br> <a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> <a href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a> <a href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a></body></html>","htmlText":"<html><head></head><body>中国政策面频吹暖风,一系列重磅政策密集发布,给资本市场注入了强劲动力。在此背景下,“大消费” 板块也跟着水涨船高,成为市场关注的焦点。\n<br>政策组合拳直击痛点,流动性宽松助力市场反转。首先,从政策层面看,这次政策组合拳力度特别大、覆盖面超广,实在罕见。央行下调存款准备金率 0.5 个百分点,释放的长期流动性约1万亿元,给市场提供了充足 “弹药”。市场普遍预期,随着流动性改善和预期反转,港股及A股市场有望迎来新的上涨周期,而消费板块作为市场的风向标,自然就成了资金追捧的热点。\n<br>消费股处于估值洼地,机构资金争相布局。就拿海底捞、九毛九等餐饮股来说,股价跌幅那叫一个深,让人惊讶。不过从另一个方面看,这也给投资者提供了足够的安全边际和布局良机。安踏体育的业绩表现很亮眼,不仅营收和净利润双增长,毛利率还创历史新高,展现出作为行业龙头的稳健实力。随着市场情绪回暖以及资金涌入,消费板块有望迎来估值修复和业绩增长的双重驱动。\n<br>消费板块逐步复苏,投资价值凸显。当前,尽管消费环境还面临一定压力,但不少消费龙头企业凭借优秀的基本面和强大的市场竞争力,已经展现出强劲的复苏势头。未来消费市场的增长空间依然广阔,优质消费企业的投资价值也将进一步凸显。\n<br> <a href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a> <a href=\"https://laohu8.com/S/09922\">$九毛九(09922)$</a> <a href=\"https://laohu8.com/S/02020\">$安踏体育(02020)$</a> \n<br> <a 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