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凯恩斯:2020年消费股票池

2020-01-29 16:19 来源:未知 作者:石家庄生活网1
凯恩斯:2020年消费股票池

凯恩斯:今年春节由于众所周知的原因,假期有点长,大家都呆在家里,有点寂寞,所有有很多投资人在家里瞎担心节后的A股开盘不好。 有人说,估计2020年的10月可能是生育的高峰期,生育的高峰,肯定会增加消费。前面的股票池。我们已经单篇文章讲了医药健康,制造业,传媒业等等。今天讲讲消费品行业。无论假期延长与否,我们都是需要的,这就是消费行业,所以市场不确定的时候,对于日用消费品影响不大。甚至对于消费类这种弱周期类的股票,一般在市场调整的时候,相对更加抗跌。我们不应该过度拘泥。有些行业龙头就一家企业,明明白白,为了一家企业你讨论整个行业看似也没有必要。所以,我们需要来开这么一篇文章,一文来谈一些复杂的标的。诸如海天味业和苏泊尔,我们其实连续讨论了很多年份。大多数此类标的,其实都来自于生活,并不是多么高深的行业。也许我一报标的名称,你就看明白了。

凯恩斯:2020年消费股票池——市场调整的时候,相对更加抗跌

 

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凯恩斯:2020年消费股票池——市场调整的时候,相对更加抗跌

 

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凯恩斯:2020年消费股票池——市场调整的时候,相对更加抗跌

 

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凯恩斯:2020年消费股票池——市场调整的时候,相对更加抗跌

 

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