大炳全球配置
2023-05-09
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@大炳全球配置:
$易方达白酒(03189)$ 作为一个白酒电商从业者和白酒爱好者,我觉得酒是一个很好的行业,赚的钱也不需要研发,只要有品牌,就一直可以随着通货膨胀和提价增长,唯一的缺陷就是基本无法大量出口,这就跟中国人口正相关了,人口增长,白酒就能一直增长下去,现在人口下降的情况下,未来增长十年应该问题不大,但十年后该怎么破局呢?
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