金吾财讯 | 国泰海通证券研究指,26Q3美护板块收入/归母/扣非同比+10%/-36%/-29%,细分板块中个护稳健,美妆高端好于大众,医美下游好于上游,当前板块估值及持仓均处底位,看好成长型标的修复弹性。该机构推荐:1)基本面强劲的高成长标的;2)估值较低的龙头标的;3)预期低位、后续边际有望改善的标的。
金吾财讯 | 国泰海通证券研究指,26Q3美护板块收入/归母/扣非同比+10%/-36%/-29%,细分板块中个护稳健,美妆高端好于大众,医美下游好于上游,当前板块估值及持仓均处底位,看好成长型标的修复弹性。该机构推荐:1)基本面强劲的高成长标的;2)估值较低的龙头标的;3)预期低位、后续边际有望改善的标的。
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