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機構聚焦大消費投資新機會
格隆匯 08-23 06:32
據中證報,在A股低位回升、個股結構性機會繼續發酵的背景下,年內股價持續表現強勢的消費龍頭股昨日再度走強。貴州茅台、五糧液、瀘州老窖、中國國旅等多隻大消費板塊的白馬股再度刷新歷史新高。多傢俬募機構分析認為,近幾年來,A股市場正完美複製了消費股在全球其他主要股市牛股迭出的運行歷史。在今年上半年中國一舉超越美國成為全球第一大消費市場的背景下,有關大健康、養老、新興消費、消費升級等方面的投資機會,值得長期關注。
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