板塊異動 | 消費龍頭逆市上揚,農夫山泉、藍月亮盤中漲超7%創新高
uSMART盈立智投1月5日消息,新年伊始,港A兩市繼續青睞消費龍頭股,A股的消費ETF已經4連陽,今日盤中再度漲超2.3%,港股的"水中茅臺"農夫山泉、"洗衣液一哥"藍月亮亦連續兩日大漲,股價接連創新高,截至10:32分,農夫山泉、藍月亮盤中均漲超7%,股價創新高。乳業龍頭蒙牛乳業、餐飲龍頭九毛九盤中亦漲超6%,股價創新高。啤酒龍頭華潤啤酒盤中漲超4%,股價創新高
【農夫山泉、藍月亮目前支持10倍槓桿日內交易】
【蒙牛乳業、華潤啤酒目前支持20倍槓桿日內交易】
中信證券發佈研報稱,受益於"十四五"規劃指引下的高確定性增長,白酒表現強勢,雖然部分消費行業短期因疫情影響景氣波動,但消費總體表現良好,建議繼續沿着好賽道、好公司維持消費配置。重點推薦“消費20”:華住、歐派家居、申洲國際、宋城演藝、蘇墾農發、五糧液、洋河股份、華熙生物、珀萊雅、安踏體育、李寧、拼多多、京東、美團W、華潤啤酒、中炬高新、蒙牛乳業、安井食品、思摩爾國際、中國中免。
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