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機構集體吹風 豬肉股集體走強 温氏股份和新希望漲超5%
格隆匯1月10日丨豬肉股逆勢走強,唐人神漲超7%領漲(或因股權激勵消息刺激),天康生物漲超6%,新希望、温氏股份和新五豐漲超5%,傲農生物、禾豐股份漲超4%,天邦股份、金新農、正邦科技漲超3%,牧原股份、益生股份漲超2%。國泰君安週末發研報稱,聚焦低估值,把握消費與基建修復。其中稱消費正加速邁出預期底部,推薦業績有支撐且負面預期淡化的生豬、家電、傢俱以及社服/旅遊、白酒等方向。國泰君安此前還稱本輪生豬週期的價格拐點預計在2022年4到6月份。國海證券近日稱,生豬板塊已具備長期投資空間。而興業研究則稱新一輪豬週期可能在2022年第二季度開啟。

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