高盛分析师Bonnie Herzog建议投资者在2026年即将到来之际,果断买入尼古丁、能量饮料、糖果及美容类股票。她认为,随着消费者基本面显著改善,这些细分领域的增长将在未来跑赢大盘,现在正是这几类消费股的入场良机。 12月16日,高盛董事总经理兼资深消费分析师Bonnie Herzog在最新报告中发出强烈看涨信号,认为在经历了2025年必需消费品板块的普遍表现不佳后,市场逻辑正在发生转变。 她...
Source Link高盛分析师Bonnie Herzog建议投资者在2026年即将到来之际,果断买入尼古丁、能量饮料、糖果及美容类股票。她认为,随着消费者基本面显著改善,这些细分领域的增长将在未来跑赢大盘,现在正是这几类消费股的入场良机。 12月16日,高盛董事总经理兼资深消费分析师Bonnie Herzog在最新报告中发出强烈看涨信号,认为在经历了2025年必需消费品板块的普遍表现不佳后,市场逻辑正在发生转变。 她...
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