低位布局时机显现,消费复苏曙光乍现

ETF小管家
Feb 27

当前,消费板块在经历调整后估值已回归合理区间,部分领域甚至处于历史较低分位。与此同时,企业盈利能力逐步修复,需求端呈现出温和复苏趋势,基本面筑底迹象渐趋明朗。随着盈利预期回暖与估值水位形成共振,该板块或已具备较为明确的长期配置价值。基本面:多维度积极因素累积,景气修复在望宏观层面“促消费、稳增长”的政策基调明确且持续。3月即将召开的全国两会预计将把扩大内需作为“十五五”开局之年的首要任务,政策预期...

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