消费股投资机会
CPI 上涨预期(通胀)。消费板块公募配置比例暂时不高。
业绩复苏在年报和一季报中有所体现,社保入住 4-5%,如洽洽食品这类中盘。
最好是 2021-2022 创新高后下跌盘整时间超过两年半左右。股东数也同步调整到历史中低位的。
CPI 上涨预期(通胀)。消费板块公募配置比例暂时不高。
业绩复苏在年报和一季报中有所体现,社保入住 4-5%,如洽洽食品这类中盘。
最好是 2021-2022 创新高后下跌盘整时间超过两年半左右。股东数也同步调整到历史中低位的。
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Like