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港股異動 | 農夫山泉盤中漲超7%,機構關注其長期價值
uSMART盈立智投 01-18 10:42

uSMART盈立智投1月18日消息,週一港股早盤,農夫山泉低開高走,截至10:40分,農夫山泉盤中漲超7%,最高觸及62.6港元。

【農夫山泉目前支持10倍槓桿日內交易】

國聯證券此前發佈《食品飲料行業2021年度策略》研報稱,2021年建議關注具有較強確定性業績支撐的龍頭公司以及估值較低,但潛在需求穩定增長且未來處於風口的各類細分領域潛力公司。重點推薦標的:貴州茅臺、農夫山泉、伊利股份、天味食品、金龍魚、元祖股份、安琪酵母。

廣發證券則發佈研報稱,考慮短期估值偏高,暫不給予目標價及評級,值得關注長期價值。

廣發證券稱,包裝水有望實現量利雙升,飲料貢獻業績彈性,高效迭代下雙引擎持續發力。給予20-22 年淨利潤預測49.7、63.1、76.5 億元,同增0.5%、26.8%、21.3%,考慮短期估值偏高,暫不給予目標價及評級,但公司仍是食品飲料板塊中經營管理出色的龍頭公司,且成長性及稀缺性兼具,值得關注長期價值。

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