文|杨骥 刘瑞宇 夏克扎提·努力木 高畅 余璇 马焱商务部决定自2025年12月23日起,对原产于欧盟的进口相关乳制品实施临时反补贴措施。大众品方面,把握餐饮链供应链与商超定制边际改善、健康化功能化高景气增长、展望 1 月,关注三条主线:一是跨年行情中零食、乳业等大众品领涨,白酒磨底蓄力待春节后修复;二是年报预告期临近,大众品细分龙头有望利润超预期;三是 1 月下旬春节备货提振数据,叠加估值低位与...
Source Link文|杨骥 刘瑞宇 夏克扎提·努力木 高畅 余璇 马焱商务部决定自2025年12月23日起,对原产于欧盟的进口相关乳制品实施临时反补贴措施。大众品方面,把握餐饮链供应链与商超定制边际改善、健康化功能化高景气增长、展望 1 月,关注三条主线:一是跨年行情中零食、乳业等大众品领涨,白酒磨底蓄力待春节后修复;二是年报预告期临近,大众品细分龙头有望利润超预期;三是 1 月下旬春节备货提振数据,叠加估值低位与...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.