雍禾拐点要来了？最_老虎社区_美港股上老虎

雍禾拐点要来了？
最近雍禾医疗走得有点小强，资金押注的逻辑链条还是比较清晰的，业绩公告中有几个亮点值得关注：
1）战略调整进入兑现期，毛利扩张+费率收缩双轮驱动，全年减亏55%的预告引发基本面反转预期；
2）消费医疗赛道估值修复窗口开启，机构调仓资金加速涌入医疗服务业态；
3）更深层价值在于，其"关停并转"的门店优化策略实质推动人效坪效提升，叠加AI诊疗系统对客单价的正向拉动，正在重塑植发行业的估值模型。值得关注起来了~~
$雍禾医疗(02279)$

消费板块迎来曙光！你有提前进场布局吗？

周五A股全线爆发，在大消费+金融类的带动下，上证指数形成快速放量突破站上3400点。国家统计局数据显示，1—2月份，社会消费品零售总额83731亿元，同比增长4.0%。其中，除汽车以外的消费品零售额76838亿元，增长4.8%。大家看好消费板块上涨势头吗？你有提前进场布局吗？

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