本期投资提示:投资分析意见:传统消费的头部企业经过调整,从分红和股息角度已具备长期投资价值;上半年活跃的具备新消费特点的食品个股后期将随业绩分化而分化,我们看好真正有长期竞争力和改善空间的公司。白酒:由于宏观需求复苏缓慢和消费场景进一步受限,预计今年动销端压力仍然较大,报表端仍将承压。重点推荐:贵州茅台、山西汾酒、泸州老窖,关注五粮液、今世缘、迎驾贡酒。大众品:成本红利托底盈利,新品和新渠道共振...
Source Link本期投资提示:投资分析意见:传统消费的头部企业经过调整,从分红和股息角度已具备长期投资价值;上半年活跃的具备新消费特点的食品个股后期将随业绩分化而分化,我们看好真正有长期竞争力和改善空间的公司。白酒:由于宏观需求复苏缓慢和消费场景进一步受限,预计今年动销端压力仍然较大,报表端仍将承压。重点推荐:贵州茅台、山西汾酒、泸州老窖,关注五粮液、今世缘、迎驾贡酒。大众品:成本红利托底盈利,新品和新渠道共振...
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