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板塊異動 | 食品飲料股逆市上揚,維他奶盤中漲超17%
uSMART盈立智投1月28日消息,週四港股早盤,食品飲料股逆市上揚,截至10:59分,維他奶盤中漲超17%,中國旺旺漲超8%,統一企業中國漲超7%,康師傅控股漲近4%,達利食品漲近3%,日清食品漲超1%。
此前,2020年Q4股票型基金季報顯示,食品飲料繼續獲增持。
招商證券此前亦發佈研報稱,近期資金南下搶籌火熱,無意區分A/H市場性價比優劣,投資建議更多是基於中觀行業及微觀個股,買入優質資產仍是關鍵投資思路。當前市場擔心疫情二次發酵,板塊波動加大,高端白酒+食品細分龍頭,仍是最具長期邏輯優勢的核心資產,具備逆勢上行的能力。
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