不已经开始兑现了嘛_老虎社区_美港股上老虎 - 老虎社区

太空小飞侠

不已经开始兑现了嘛

@太空小飞侠：$锦欣生殖(01951)$ 昨晚呼和浩特育儿补贴发酵，今天就是“消费924”。外资一直在观望，就是内需刺激不足，未来经济确定性不高。呼和浩特育儿补贴这个事情，正式打开市场想象力，接下来各地方政府可能都会发布“育儿补贴”政策，狂轰乱炸，将传统消费怼出新高度。传统消费，是外资眼中的中国核心资产，也是险资权益配置的重点，传统消费涨了，保险也会涨（因为保险权益投资收益率提升会太高公司业绩），外资也会去买保险，同时，传统消费顺周期接住了科技里面出来的大资金，形成“科技+消费”共振的局面，就是全面牛市了，必会涨券商（牛市旗手）。只要能等来中央层面“育儿补贴”政策，各地方政府相继出台“育儿补贴”政策，沉寂3年的消费会再次崛起，中国股市全面牛市也许从今天就全面开启了。所以，今天盘前选中了育儿补贴概念纯正的，估值低，位置低，市值小的锦欣生殖。[害羞]

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精彩评论

我没有胖乎乎
2025-03-17
我没有胖乎乎
还有别的消费有潜力的吗？
- 太空小飞侠回复我没有胖乎乎:
  按道理，他今天不应该这么弱的。大资金一日游
- 太空小飞侠回复我没有胖乎乎:
  我早上跑了，我看不好 [笑哭]
- 我没有胖乎乎回复太空小飞侠:
  我买了锦欣生值3.39入的
- 太空小飞侠:
  这个有点为难，因为慢涨这两天冲高了，短期震荡回调可能是加仓的机会。冲高性价比不高。A股的贝因美，爱婴室，金发拉比，连续涨停，买不到。港股就中国飞鹤，蒙牛乳业，锦欣生殖，海底捞，毛戈平这些。

发表看法

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1

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