(原标题:【券商聚焦】海通国际:中国必选消费行业短期承压 长期看好乳业复苏)金吾财讯|海通国际发布研报指,中国必选消费行业12月呈现分化态势,调味品、速冻食品等4个子行业保持正增长,而白酒、乳制品等4个子行业负增长。短期来看,元旦期间市场风险偏好回升带动板块上涨,但整体缺乏基本面催化剂。长期看好乳业有望率先底部回升,迎来业绩和估值"戴维斯双击"。 研报显示,12月次高端及以上白酒收入同比下滑17%...
Source Link(原标题:【券商聚焦】海通国际:中国必选消费行业短期承压 长期看好乳业复苏)金吾财讯|海通国际发布研报指,中国必选消费行业12月呈现分化态势,调味品、速冻食品等4个子行业保持正增长,而白酒、乳制品等4个子行业负增长。短期来看,元旦期间市场风险偏好回升带动板块上涨,但整体缺乏基本面催化剂。长期看好乳业有望率先底部回升,迎来业绩和估值"戴维斯双击"。 研报显示,12月次高端及以上白酒收入同比下滑17%...
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.