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Consumer 2023-02-23 12:07 財經茄呢啡 國內金屬的季節性累庫進入尾聲,內需復蘇的預計短期難以證偽,美國零售數據維持韌性,軟著陸預計增強提振美匯指數,對基本金屬影響相對溫和。電解鋁供給干擾再現,基本面夯實支持價位,年內繼續把握內需復蘇的重要矛盾,首推長期中供給增速低、消費持續受益於新能源高增的銅鋁板塊,關注低能源成本鋁企業、加工板塊龍頭及優質銅礦企業,重要標的:天山鋁業、神火股權、洛陽鉬業、紫金礦業、明泰鋁業、鼎勝新材、南山鋁業。
Consumer 2023-01-16 10:42 財經茄呢啡 珍酒李渡主要營運4個白酒品牌,包括旗艦品牌「珍酒」 、「李渡」,地區品牌「湘窖」及「開口笑」,分別在2022年佔其收入65%、14.9%、12.3及6.1%。
Consumer 2023-01-16 10:42 財經茄呢啡 7年來先後有劍南春、郎酒、國台酒業、習酒、西鳳酒等酒企先後公開上市目標,但均未成功。國家市監局在2021年認為部分香型白酒發展過熱、資本湧入行業造成過度競爭和風險加大等問題,酒企上市的審批較嚴。
Consumer 2023-01-16 10:42 財經茄呢啡 內地白酒公司珍酒李渡申請來港上市,成為自從2016年金徽酒(滬:603919)上市後,7年來首家有望成功上市的酒企。
Consumer 2023-01-14 12:09 財經茄呢啡 節前賣壓持續釋放,許多股票沖高後,由於場外買盤未跟進,所以個股連續上攻力道不足,若要抱股過年,宜選第1季業績看旺的族群,較有基本面支持,摩爾投顧經濟學者蔡正華相信,普發6千現金推動內需股想像空間,睇好觀光、零售、餐飲與電商;萬寶投顧投資總監蔡明彰則睇好航空雙雄與中鋼,元月漲幅不到3%,抱股過年風險低。
Consumer 2023-01-07 12:03 財經茄呢啡 布局內需擴張恢復,重視價值底部反彈。下一階段內需擴張恢復將成為基本面變化的重心,因此未來變化最大,阻力最小的方向在於預估仍處於底部並且將受益於經濟預估改善和政策周期回暖的順經濟周期的價值股,推薦:消費(食品飲料、酒店、旅游/免稅、航空)地產鏈(建材、建築、家具、家電)與金融(券商、銀行)。中期睇好立足產業發展補短板與自主安全,疊加半導體去庫周期結束和蘋果新硬件浪潮,推薦:設備、材料以及醫藥。
Consumer 2022-11-03 11:54 財經茄呢啡 中國經濟復蘇持續處於打底整理,但整體而言,中國爛尾樓事件應朝向收尾發展。隨著中國貨幣政策以及基礎建設的財政政策持續支撐,預測基建和消費題材等內需股將受支撐。
Consumer 2022-10-11 11:59 財經茄呢啡 其次是政策受惠股,例如10月13日邊境解封,推動觀光、餐飲、食品、百貨等內需股,如統一、高鐵、雲品等,以及航空股華航等股價轉強。
Consumer 2022-10-10 11:54 財經茄呢啡 其次是政策受惠股,例如10月13日邊境解封,推動觀光、餐飲、食品、百貨等內需股,如統一、高鐵、雲品等,以及航空股華航等股價轉強。
Consumer 2022-10-04 12:01 財經茄呢啡 受到美國升息影響,近期陸股等新興市場股市疲軟,但中國大陸股市由內需為主的銀行、食品飲料和國防軍工等題材支持相對抗跌,有關基金上星期績效在新興市場股票型基金中位居前段班。投信法人指出,大陸二十大會議進入倒數,陸股可望靠內需題材點火。
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