华泰证券:看好经济向消费转型过程中的食品饮料行业表现

格隆汇
Jul 30
华泰证券表示看好经济向消费转型过程中的食品饮料行业表现,当前阶段仓位的重要性优于个股选择,建议沿两条主线布局:1)价值底:优选各板块龙头企业,当前估值已反映悲观预期,龙头企业的业绩韧性较强。2)成长锚:推荐细分板块具备独立alpha逻辑的标的。

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