焦点板块及个股 | 现制茶饮;特斯拉;第一三共

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25 Jun

现制茶饮 – 板块回调、逻辑不改,重视茶饮再配置窗口由于外卖补贴退坡预期、部分公司解禁期将至,茶饮板块主要上市公司股价较 6 月初平均回调约 15%~20%,但我们认为行业逻辑并未发生根本改变,2024 年下半年以来茶饮行业竞争格局优化、价格战趋缓,头部品牌持续攫取份额, 且行业产品创新、人群破圈的背景下料全年景气有望延续,龙头企业能够享受 行业的长周期增长红利。当前时点板块历经回调后,估值趋于...

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