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消费股三剑客轮番表现!消费主题基金频创新高

来源:中投投资咨询网 2020-05-27 17:19中投投资咨询网 A-A+

  5YUE27RI,SHIPINYINLIAO、BAIJIU、JIADIANDENGXIAOFEIBANKUAIZAINISHIZOUQIANG,ERYIYAOBANKUAICHUXIANXIAOFUHUIDIAO。

  消费股三剑客:白酒、食品饮料、医药,在过去几年轮番表现,不断创出新高,从2016年到现在指数还是在3000点之下,但这些消费龙头股已走出了几倍的涨幅。大消费主题基金同样展现了抗压能力。5月平均收益率达到3%,其中最高收益率超过10%,领先主投期货配资 市场的大部分权益类基金。

  JIGOUZHICHU,ZUIJINYIRUYEWEIDAIBIAODESHIPINYINLIAOBANKUAI,GEGUCHUXIANCHIXUSHANGGONG,ZHUANQIANXIAOYINGFEICHANGQIANG,ZHEIZAICITIXIANCHUXIAOFEIZUOWEIWOGUODEBIJIAOYOUSHI,XIAOFEIBAIMAGUJUYOUBIJIAODADETOUZIJIHUI。ZHIYOUJIANCHIJIAZHITOUZI,JIANDINGCHIYOUYOUXIUDEJIJIN,CAINENGGOUZHENZHENGDEHUODEHAODEZHANGQIHUIBAO。

诸城在线配资  XIAOFEIZHUTIJIJINKANGDIENENGLIQIANGJIGOU“BAOTUANQUNUAN”

诸城在线配资  JINQI,AGUSHICHANGWEICHIRUOSHIZHENDANG,DAXIAOFEIZHUTIJIJINZAICIZHANXIANLEKANGYANENGLI。SHUJUXIANSHI,SHANGZHOU,CHUQDIIJIJINWAI,QUJIANSHOUYILVJUQIANDEZHUYAOSHUYUYIYAODENGDAXIAOFEIZHUTIJIJIN。ERJISHICHANGFANGMIAN,SHANGYEMAOYI、SHIPINYINLIAO、XIUXIANFUWU、JIAOTONGYUNSHUZHANGFUWEIJU28GESHENWANYIJIXINGYEZHISHUQIANSI,GUPIAOXINGETFYEJIFENHUAJIAJU,YIYAOXIAOFEIZHUTIETFXIANGBIKEJIZHUTIETFGENGWEIKANGDIE。

诸城在线配资  JIGOURENSHIRENWEI,DAXIAOFEIBANKUAIZHENGTIPAOYINGSHICHANG,YIFANGMIANSHIWAIXUBUQUEDINGXINGRENGDA,ZIJINJIXUJUJIAONEIXUBANKUAI,LINGYIFANGMIANSHIXINGUANYIMIAOYANFAQUDEJINZHAN,TIZHENLESHICHANGDUIYUKEXUANXIAOFEIFUSUDEXINXIN,RUHANGKONG、LVYOUBANKUAIJUNYOUSUOFANDAN。

  SHICHANGCHIXUZHENDANG,JIJINYEJIZHANGDIELUNDONG。JIEZHI5YUE26RI,BENYUEYILAIGUPIAOXINGJIJINPINGJUNSHOUYIWEIFU,PIANGUXINGJIJINPINGJUNSHOUYIWEIZHENG,QDIIJIJIN、HUANGJINJIJIN、FOFBIAOXIANLINGPAOTONGLEI。

  XIANGBIZHIXIA,DAXIAOFEIZHUTIJIJINBIAOXIANGENGWEICHUSE,5YUEPINGJUNSHOUYILVDADAO3%,QIZHONGZUIGAOSHOUYILVCHAOGUO10%,LINGXIANZHUTOU期货配资 SHICHANGDEDABUFENQUANYILEIJIJIN,ZHEIYEDEYIYUZHENGGEDAXIAOFEIBANKUAIDEKANGDIEBIAOXIAN。SHUJUXIANSHI,SHANGZHOU,28GESHENWANYIJIZIXINGYEZHISHUZHONG,SHANGYEMAOYILUDEZHENGSHOUYI,QUJIANSHANGZHANG0.15%。SHIPINYINLIAO、XIUXIANFUWU、YIYAOSHENGWUXINGYEQUJIANSHOUYILVFENBIEWEI-0.10%、-0.48%HE-1.08%,PAIMINGDIER、SAN、LIUWEI。

  LAZHANGSHIJIANKAN,NIANNEISHOUYIPAIMINGQIANSHIDEXIAOFEIZHUTIJIJINRUXIA,NIANNEIZHANGFUZUIGAODEZHONGOUPINZHIXIAOFEIGUPIAOZHANGFUCHAO30%。

  CONGXIFENXINGYELAIKAN,SHIPINYINLIAOZHUTIJIJINZAISHANGZHOUSHICHANGDEZHENDANGXIAXINGZHONGZHENGTIHUICHEKONGZHIZUIXIAO,YIYAOZHUTIJIJINCIZHI,XIAOFEIHENONGYEZHUTIJIJINYICIPAIZAIQIHOU。SHOUHAIWAIYINSUYINGXIANG,KEJI、JINRONGDENGBANKUAIBIAOXIANSHOUDAOYAZHI,QIANQIYOUXIAOFUSHANGZHANGQISEDEJISUANJI、DIANZI、TONGXINDENGXINGYESHOUYILVCHUXIANHUILUO,KEJILEIZHUTIJIJINBIAOXIANSHOUCUO。PINGANZHENGQUANRENWEI,QUANQIUYIQINGGUAIDIANWEIZHI,AGUFANDANJIEJINWEISHENG,SHICHANGDUANQICHENGYA。

  JIGOUBAOTUANCHOUBEIXIAOFEIJIJIN

  随着期货配资 疫情防控形势逐渐好转,居民的日常消费开始逐渐恢复,航空旅游、餐饮等细分行业已重新踏上正轨。作为带动经济增长的重要一环,消费行业具备天然的客户规模庞大,以及弱周期和防御性强的特点,这也成为二级市场必不可少的长期价值选择。

诸城在线配资  CONGJINQIZHONGDUOJIJINGONGSIBUJUDECHANPINGUIHUALAIKAN,XIAOFEIYIJIUBEIZHONGDUODAXINGGONGMUSUOKANHAO。ZHENGJIANHUIGUANWANGXIANSHI,JINDUANSHIJIANYIYOUSHUJIAJIJINGONGSIDIJIAOLEDAXIAOFEIZHUTIJIJINDEZHUCECAILIAO。BIRU,ZHAOSHANGJIJINDIJIAOLEYUSHIPINYINLIAOZHUTIYOUGUANDEZHISHUJIJINZHUCECAILIAO,GONGYINRUIXINDIJIAOLEYUXIAOFEIZHUTIYOUGUANDEZHISHUJIJINZHUCECAILIAO,JIANXINJIJINDIJIAOLESHIPINYUROULEIZHISHUJIJINZHUCECAILIAO。

  JIYUCILEIXIANXIANG,HUBOCHENG,XIAOFEILEIGEGUSHOUYIYUZHONGGUORENKOUHONGLI,YIZHIYILAISHINIUGUPINCHUDEBANKUAI,BIAOXIANCHUYEJIQUEDING、FANGYUXINGQIANGDENGTEDIAN,YINCISHENSHOUJIGOUZIJINQINGLAI,BAOTUANXIANXIANGMINGXIAN。

诸城在线配资  XIANGBIYUKEJIXINGYEDEDAQIDALUO,XIAOFEIXINGYEDEBIAOXIANXIANGDUIGENGJIAWENJIAN,XIANGGUANZHUTIJIJINBIAOXIANCHULEZHANGQIKANGDIEDENENGLI。

  “其实消费股一直非常坚挺,市盈率已经达到历史峰值,因为今年经济情况非常特殊,各国央行包括中国都在宽松,那么资金肯定追求确定性最高的板块,医药和消费就是。”淳石资本执行董事杨如意表示。(黄金配资 金融报)

诸城在线配资  XIAOFEIZHUTIJIJINHAINENGMAIMA?

诸城在线配资  JINQI,SHICHANGZAIXIAN“HEJIUCHIYAO”XINGQING。NEIME,XIAOFEIZHUTIJIJINHAINENGMAIMA?YENEIRENSHIRENWEI,XIANGDUIYUYIYAOYANFASHOUYIYUYIQINGXUQIUDEYINGXIANG,XIAOFEIDESHANGZHANGLUOJIZEBUTONG。

诸城在线配资  MOGENSHIDANLIHUAXINJIJINRENWEI,JINQIXIAOFEIGUPAOYINGSHICHANGZHUYAOYOULIANGFANGMIANYUANYIN:QIYI,HAIWAIDEGONGGONGWEISHENGSHIJIANZHUANGKUANGHAIBUSHITEBIEMINGLANG,ZAIWAIXUBUQUEDINGXINGYINSUYINGXIANGXIA,SHICHANGZIJINWANGWANGHUIGENGQINGXIANGYUJUJIAOGENGWEIMINGQUEDENEIXUBANKUAI;QIER,YOUYUDANGXIAGONGGONGWEISHENGYIMIAOYANFAYIQUDELEYIDINGDEJINZHAN,ZHEICONGYIDINGCHENGDUSHANGTIZHENLESHICHANGDUIYUXIAOFEIFUSUDEXINXIN。

  CONGZHANGQIJIAODUKAN,XIANGDUIZENGZHANGXINGQUEDING、SHIHEZHANGQICHIYOUDEYIYAO、XIAOFEIFANGXIANG,LILAISHIHENDUOTOUZIZHEDEZEJIZHONGDIANZHIYI。MUQIAN,YIYAO、XIAOFEIZHUTIJIJINGONGJI231ZHI(BUTONGFENEFENKAIJISUAN),YOUSANNIANCUNXUQIDEYIYAO、XIAOFEIZHUTIJIJINZHONG,YUJIUCHENGDOUHUODEZHENGSHOUYI,GENGYOU21ZHICHANPINYEJIFANBEI。

诸城在线配资  DANSHI,CONGDUANQIXINGQINGLAIKAN,DEBANGJIJINTISHI,3YUEDIYILAI,SHICHANGCHUXIANMINGXIANFANDAN,“YIHOU”XINGYEFUSUQUEDINGXINGJIAOQIANGDESHIPINYINLIAO、YIYAOYILIAODENGBANKUAIDOUBIAOXIANJIAOHAO,GEGUJIBANKUAIZAISHANGZHANGGUOCHENGZHONGJILEILEYIDINGDEHUIDIAOFENGXIAN,TOUZIXUYAOJINSHEN。

  JUTIDAOJIJINXUANZESHANG,GESHANGGAOJIHONGGUANFENXISHIZHANGTINGBIAOSHI,ZAIZHUDONGXINGJIJINFANGMIAN,RUGUOYAOTOUZIYIYAO、XIAOFEIZHUTIJIJIN,ZHUYAOKANJIJINJINGLIZAICIBANKUAIDETOUYANNENGLI,JIANYIXUANZEYOUXIANGGUANXINGYEYANJIUBEIJINGDEJIJINJINGLI,BINGGUANCHAQIZAIQUANBUDEYILIAOYIYAOZHUTIJIJINZHONGDELISHIYEJIYOUYIDUJICHIXUXING。

  CONGZHANGQIYEJILAIKAN,JINNIANBIAOXIANBIJIAOHAODEJIJINZHONG,YEBUFAJINSANNIANYEJIJINGLIDECHANPIN,BIRUGONGYINQIANYANYILIAOGUPIAO、CHUANGJINHEXINYILIAOBAOJIANXINGYEGUPIAO、ZHONGOUXIAOFEIZHUTIGUPIAODENG。

诸城在线配资  JIUBEIDONGXINGJIJINERYAN,ZHANGTINGRENWEI,SHOUXIANYAOFENQINGCHUGUAGOUZHISHUSHISHUYUNAGEXIFENBANKUAI,RUCHUNYIYAO、SHENGWUZHIYAOHAISHIYILIAOQIXIEFUWUDENGFANGMIAN;ZAIXUANZEQIANSHIDAZHONGCANGGUXIANGDUIJIZHONGDEZHISHUJIJIN,RUGUOGUOYUFENSAN,BULIYUHUODEJIAOGAODESHOUYI,MUQIANBUGUANYIYAO、XIAOFEIXINGYELONGTOUXIAOYINGMINGXIAN,JUJIAOZAILONGTOUDEZHISHUGENGJUBEIZHANGYUANDETOUZIJIAZHI;TONGSHIXUANZEGUIMOZAI2YIYUANYISHANGDEZHISHUJIJIN,FANGFANQINGPANFENGXIAN。(SHANGHAIZHENGQUANBAO)

诸城在线配资  XIAOFEIGUSANJIANKELUNFANBIAOXIANJIJINGAIXUANSHEI?

  消费板块细分领域众多,可以分为必选消费和可选消费,其中又可以分为食品饮料、医药、农业、汽车、家电、轻工、纺织服装等。食品饮料、白酒、医药通常被称为消费股三剑客,近期也表现突出,那么借道基金布局有哪些基金可选?

诸城在线配资  1、SHIPINYINLIAOZHUTIJIJIN

诸城在线配资  XIAOFEIXINGYEZHONGYOUJIAODUODEXIFEN,ERSHIPINYINLIAOJIUSHIXIAOFEIXINGYEZHONGYIGEFEICHANGZHONGYAODEFENZHI。SHIPINYINLIAOBANKUAIJIN60RIZHANGFUDA18.07%,WEIJUSHENWANYIJIXINGYEZHISHOU,NIANNEIZHANGFUDA12.51%,JINCIYUYIYAOBANKUAI。

  SHIPINYINLIAOYEYOUDUOZHONGFENLEI,LIRUYOUBAIJIU、DIAOWEIPIN、RUZHIPIN、HONGJIU、PIJIUDENG。DUIYUZHEIGEXINGYEERYAN,PINPAISHIQIYEZUIDADEHUCHENGHE,YIXIEQIYEGUIMOZUODALEZHIHOU,YOULEGUIMOXIAOYING,QUDAOWANGLUOYEHUICHENGWEITAMENDELINGWAIYITIAOHUCHENGHE。

  白酒和调味品因为是我国独有的,竞争只在期货配资 行业内部,而像红酒、啤酒诸城在线配资等则会受到来自海外竞品的冲击,所以,白酒和调味品是食品饮料中竞争格局最好的两个细分行业。

诸城在线配资  ZAIDUIBAIJIUDETOUZIFENXIZHONG,KEYIANZHAOJIAWEIDUIBUTONGDEJIULEIJINXINGHUAFEN,ZAIBAIJIUDEZHEIGEXIFENLINGYUZHONG,YOUXUANJUYOUPINPAILIDEGAODUANHECIGAODUANLONGTOU,SHIBIJIAOHESHIDETOUZICELVE。

  SHIPINYINLIAOZHUTIJIJINZHUYAORUXIA,QIZHONGBAOKUOLEZHISHUJIJINHEZHUDONGGUANLIJIJIN。

  SUIZHEZHANGFUDEJIADA,XIAOFEIBANKUAIJINQIGUZHIGAOQI,LIRUSHOUJIJINQINGLAIDEHAITIANWEIYEMUQIANGUZHIYIDAOLE58BEI,ERBUFENXIAOPANXIAOFEIGUDESHIYINGLVSHENZHIYIGUOBAI,LIRUJUEWEISHIPINDONGTAISHIYINGLVYIJINGDAOLE153BEI。ZHEIGEWENTIYIZHIBEISHICHANGSUOGOUBING。

  DANGQIANSHIYINBANKUAIZHENGTIDONGTAISHIYINGLV35BEI,QIZHONGYINLIAOZHIZAO/SHIPINJIAGONGSHIYINGLVFENBIE33/43BEI,19NIANYILAIBANKUAIGUZHICHIXUSHANGXING,MUQIANDADAOJIAOGAOWEIZHI,YOUYUYIQINGYINGXIANGXIABIXUANXUQIUZENGQIANG,CDUANXIAOFEITISHENG,DIAOWEIPIN、SUDONGSHIPINJIXIAOSHIPINGUZHICHUANGCHUXINGAO。

  “2018年来我们一般给酒业及食品目标价为当年30倍左右,调味品龙头给到35-45倍,但当下不仅都实现了当年目标,甚至基本已达到未来12个月的估值目标。”华创食饮称。“在资金追寻确定的背景下,我们认为食品诸城在线配资饮料有一定的估值溢价有其合理性,但进一步上行对应的波动风险也有加大,我们建议当下持有优质品种为主,以时间换空间,关注低估值。”

  2、YIYAOZHUTIJIJIN

  年内,医药板块涨幅达19.74%,位居申万一级行业首位。

诸城在线配资  SHUJUXIANSHI,TICHUJINNIANXINCHENGLIDEJIJIN,2660ZHI(ACFENEHEBINGJISUAN)ZHUDONGPIANGUXINGJIJINPINGJUNSHOUYILVWEI7.05%,YOU2169ZHIHUOZHENGSHOUYI。

新冠疫情搅动中国经济,也为很多行业带来重大机会!
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