最近微信改版打乱发布时间,常有读者朋友错过文章更新,将“风口研习”设为星标⭐让我们一路前行,天天见!“消费回暖,龙头先行!”眼下,正是布局2026年食品饮料板块的关键窗口。过去三年,该板块持续跑输沪深300,截至2025年10月,其相对沪深300的PE-TTM溢价已跌至-18%,创下2011年以来最低水平。同时,公募基金对食品饮料的持仓比例降至近五年低位,板块整体处于“低基数、低机构持仓、低估值”...
Source Link最近微信改版打乱发布时间,常有读者朋友错过文章更新,将“风口研习”设为星标⭐让我们一路前行,天天见!“消费回暖,龙头先行!”眼下,正是布局2026年食品饮料板块的关键窗口。过去三年,该板块持续跑输沪深300,截至2025年10月,其相对沪深300的PE-TTM溢价已跌至-18%,创下2011年以来最低水平。同时,公募基金对食品饮料的持仓比例降至近五年低位,板块整体处于“低基数、低机构持仓、低估值”...
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