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消费股的破灭,从一盘榨菜开始

阿尔法工场2021-08-09

炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会!   许文涛   狂跌50%市值,市占四成榨菜龙头为何不受资本市场青睐了。   2021年,投资涪陵榨菜(002507.SZ)的投资者,日子不太好过。   本年以来,大消费股失去了昔日的光环。相比于去年的疯狂行情,酒茅、油茅等行业龙头纷纷杀跌。昔日“价值投资之锚”“消费升级主流”的投资信仰也开始崩塌。   而本文的主角榨菜茅,...

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  • Celestrine
    ·2021-08-09
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