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A股異動丨順週期主線反彈!乳業股全線上升,貝因美等多股升停,伊利股份升超5%
格隆匯 03-14 10:12
近兩日A股市場順週期主線明顯反彈,其中,乳業股今日全線上升。騎士乳業30CM升停,熊貓乳品、西部牧業20CM升停,品渥食品升超15%,皇氏集團、貝因美、莊園牧場、新乳業10CM升停,陽光乳業升超7%,李子園、海融科技升超6%,伊利股份、一鳴食品、維維股份升超5%,燕塘乳業、均瑤健康、天潤乳業升超4%。消息面上,國務院新聞辦公室將於2025年3月17日(星期一)下午3時舉行新聞發佈會,請國家發展改革委副主任李春臨和財政部、人力資源社會保障部、商務部、中國人民銀行、市場監管總局有關負責人介紹提振消費有關情況,並答記者問。另外,內蒙古呼和浩特市發佈落實《關於促進人口集聚推動人口高質量發展的實施意見》育兒補貼項目實施細則及服務流程。發放育兒補貼實施細則如下:生育一孩一次性發放育兒補貼10000元;生育二孩發放育兒補貼50000元,按照每年10000元發放,直至孩子5週歲;生育三孩及以上發放育兒補貼100000元,按照每年10000元發放,直至孩子10週歲。市場憧憬會有更多的地方出台育兒補貼措施。投行瑞銀近日的研報也指出,人工智能(AI)概念股在港股表現突出,而A股則相對滯後。但相信隨着政府政策更加傾向消費,中國A股有追趕上升的潛力,並將最偏好行業從互聯網轉向消費股。(格隆匯)

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