个人中心 - 老虎社区

_______8845

IP属地：江苏

帖子 · 2帖子 · 2
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- _______8845_______8845
  ·2020-06-05
  这篇文章不错，转发给大家看看
  非常抱歉，此主贴已删除
  2,277 评论
  点赞
  分享
  举报
- _______8845_______8845
  ·2020-04-23
  这篇文章不错，转发给大家看看
  低估值的仅剩4只防御板块受机构重点关注
  炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　低估值的仅剩4只！防御板块受机构重点关注　　来源：数据宝　　原创吴琦　　近一周，A股维持震荡，市场偏好保守，以食
  低估值的仅剩4只防御板块受机构重点关注
  2,228 评论
  点赞
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3526353410730916","uuid":"3526353410730916","gmtCreate":1563259388675,"gmtModify":1563259388675,"name":"_______8845","pinyin":"88458845","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/aecf164c9ef6fa468b57f6a24a381c4d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":63,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":3,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":20,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.08%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.97%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":0,"location":"江苏","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":2,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":958516730,"gmtCreate":1591312912120,"gmtModify":1704195291312,"author":{"id":"3526353410730916","authorId":"3526353410730916","name":"_______8845","avatar":"https://static.tigerbbs.com/aecf164c9ef6fa468b57f6a24a381c4d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3526353410730916","authorIdStr":"3526353410730916"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/958516730","repostId":"2034801632","repostType":2,"isVote":1,"tweetType":1,"viewCount":2277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":922486074,"gmtCreate":1587642798998,"gmtModify":1704365055347,"author":{"id":"3526353410730916","authorId":"3526353410730916","name":"_______8845","avatar":"https://static.tigerbbs.com/aecf164c9ef6fa468b57f6a24a381c4d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3526353410730916","authorIdStr":"3526353410730916"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/922486074","repostId":"2029261043","repostType":2,"repost":{"id":"2029261043","kind":"news","pubTimestamp":1587641520,"share":"https://www.laohu8.com/m/news/2029261043?lang=&edition=full","pubTime":"2020-04-23 19:32","market":"hk","language":"zh","title":"低估值的仅剩4只 防御板块受机构重点关注","url":"https://stock-news.laohu8.com/highlight/detail?id=2029261043","media":"新浪财经-自媒体综合","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　低估值的仅剩4只！防御板块受机构重点关注\n　　来源：数据宝\n　　原创 吴琦 \n　　近一周，A股维持震荡，市场偏好保守，以食","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p>　　<span>低估值的仅剩4只！防御板块受机构重点关注</span></p>\n<p>　　<span>来源：数据宝</span></p>\n<p>　　<span>原创 吴琦 </span></p>\n<p>　　近一周，A股维持震荡，市场偏好保守，以食品饮料和医药生物为主的防御板块明显受到机构追捧，其中4股估值低于35倍，5只个股平均预测上涨空间超10%。</p>\n<p>　　机构扎堆推荐防御板块个股，这些股受重点关注</p>\n<p>　　证券时报•数据宝统计显示，近一周（4月17日至4月23日）机构共对518 只股票给予买入型评级（包括买入、强烈推荐、推荐、增持）。</p>\n<p>　　<span><a href=\"https://laohu8.com/S/600519\">贵州茅台</a></span><span></span>是近一周获机构买入型次数最多个股，公司股价今天站上历史最高位。贵州茅台发布了2019年的年度利润分配预案，分红预案为10派170.25元，其每股分红纪录再次刷新记录，不过按照今天1252.26元的收盘价测算，其股息率只有可怜的1.36%，在A股中并不出众。实际上，贵州茅台被认为是A股价值投资的一面旗帜，其股价的不断走高，也说明了市场的风格偏好趋势。</p>\n<p>　　分行业来看，获机构买入型评级次数居前的有食品饮料、化工和医药生物，获推荐次数均超150次，与以往相比，农林牧渔板块受机构青睐程度有大幅提升。从行业角度也能看出，目前市场最大的热点也倾向于防御板块。</p>\n<p>　　数据宝统计显示，从获机构买入型次数居前的个股所属行业看，食品饮料和医药生物行业居多，买入型次数超过15次的有贵州茅台、<span><a href=\"https://laohu8.com/S/603517\">绝味食品</a></span><span></span>、<span><a href=\"https://laohu8.com/S/600305\">恒顺醋业</a></span><span></span>、<span><a href=\"https://laohu8.com/S/603345\">安井食品</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300347\">泰格医药</a></span><span></span>、<span><a href=\"https://laohu8.com/S/600132\">重庆啤酒</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002507\">涪陵榨菜</a></span><span></span>和<span><a href=\"https://laohu8.com/S/300122\">智飞生物</a></span><span></span>。其中，贵州茅台、安井食品、涪陵榨菜和智飞生物今日收盘价创历史新高。</p>\n<p>　　如果将获评级次数扩大为5次以上，有21只医药生物和食品饮料公司获机构青睐。从今年以来股价表现看，<span><a href=\"https://laohu8.com/S/002223\">鱼跃医疗</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300482\">万孚生物</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002661\">克明面业</a></span><span></span>、安井食品和智飞生物累计上涨超60%，<span><a href=\"https://laohu8.com/S/000799\">酒鬼酒</a></span><span></span>、重庆啤酒、<span><a href=\"https://laohu8.com/S/002675\">东诚药业</a></span><span></span>、<span><a href=\"https://laohu8.com/S/600597\">光明乳业</a></span><span></span>和贵州茅台累计涨幅低于10%。贵州茅台、智飞生物、安井食品、万孚生物、涪陵榨菜、<span><a href=\"https://laohu8.com/S/002557\">洽洽食品</a></span><span></span>和<span><a href=\"https://laohu8.com/S/603027\">千禾味业</a></span><span></span>7股股价今天创历史新高。洽洽食品、泰格医药和千禾味业分别获<span><a href=\"https://laohu8.com/S/601099\">太平洋</a></span><span></span>证券、华金证券和<span><a href=\"https://laohu8.com/S/000776\">广发证券</a></span><span></span>上调评级。</p>\n<p>　　太平洋证券认为涪陵榨菜一季报表现优异，领先指标向好，受疫情影响部分地区缺货，预 收账款不降反增，同时叠加渠道部分补库存需求，这都将为二季度收入利润提供保障。</p>\n<p>　　从估值角度看，上述21只股中，克明面业、<span><a href=\"https://laohu8.com/S/000513\">丽珠集团</a></span><span></span>、光明乳业和酒鬼酒的滚动市盈率不足35倍。</p>\n<p>　　受益于疫情期间家庭消费增加，克明面业今年一季度实现营业收入8.86亿，同比增长12.83%，扣非归母净利润为9925万，同比增长93.24%。截至2020年3月底，公司在手未完成订单5万吨，最新滚动市盈率为25.9倍。</p>\n<p>　　丽珠集团2020年一季度实现扣非归母净利润4.03亿元，同比增长22.55%，公司化药及原料药受疫情影响收入下降，但是公司抗病毒颗粒、诊断试剂盒等疫情相关产品销售情况较好，<span><a href=\"https://laohu8.com/S/002736\">国信证券</a></span><span></span>认为，考虑到海外疫情仍存在较大不确定性，且试剂盒海外单价大幅高于国内，试剂盒出口有望继续贡献业绩。公司最新滚动市盈率为30.8倍。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/284/w514h570/20200423/ffe2-isqivxh5968999.jpg\"/><span></span></div>\n<p>　　4只滞涨低估值个股平均预测上涨空间超40%</p>\n<p>　　数据宝统计显示，近一周获机构买入型评级且给出目标价超过5家的个股中，将公布的目标价与最新收盘价相比，有21只个股平均预测上涨空间超10%，其中<span><a href=\"https://laohu8.com/S/601828\">美凯龙</a></span><span></span>、<span><a href=\"https://laohu8.com/S/600466\">蓝光发展</a></span><span></span>、<span><a href=\"https://laohu8.com/S/000001\">平安银行</a></span><span></span>、<span><a href=\"https://laohu8.com/S/601012\">隆基股份</a></span><span></span>和<span><a href=\"https://laohu8.com/S/001979\">招商蛇口</a></span><span></span>的机构平均预测上涨空间最高，均超40%，除隆基股份外，其他4只个股滚动市盈率均为个位数，年内累计涨跌幅也均为-10%以下。</p>\n<p>　　上述21只个股中，贵州茅台、<span><a href=\"https://laohu8.com/S/600438\">通威股份</a></span><span></span>、平安银行、<span><a href=\"https://laohu8.com/S/002078\">太阳纸业</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300014\">亿纬锂能</a></span><span></span>和绝味食品获机构买入型评级次数最多，均超20次。</p>\n<p>　　从行业看，贵州茅台、绝味食品、安井食品、洽洽食品和酒鬼酒属于食品饮料行业，机构预测平均上涨空间分别为12.92%、10.75%、11.56%、16.18%和12.1%。</p>\n<p>　　从股价表现看，<span><a href=\"https://laohu8.com/S/300616\">尚品宅配</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300258\">精锻科技</a></span><span></span>、招商蛇口、美凯龙、太阳纸业、平安银行和蓝光发展的股价表现最差，年内累计下跌幅度均超10%。其中蓝光发展今年下跌22.39%，滚动市盈率仅为5倍。蓝光发展2019年归母净利润为34.6亿元，同比增长55.5%，加权平均ROE增长6.8%至23.9%。<span><a href=\"https://laohu8.com/S/HTSC.UK\">华泰证券</a></span><span></span>预计公司一季度销售金额161亿，将同比减少，但二季度有望逐步迎来修复。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/88/w550h1138/20200423/68e2-isqivxh5969067.jpg\"/><span></span></div>\n<p>　　声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。</p>\n<font><a href=\"https://laohu8.com/S/SINA\">新浪</a>声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。</font><p><span>免责声明：自媒体综合提供的内容均源自自媒体，版权归原作者所有，转载请联系原作者并获许可。文章观点仅代表作者本人，不代表新浪立场。若内容涉及投资建议，仅供参考勿作为投资依据。投资有风险，入市需谨慎。</span></p>\n<p>责任编辑：王帅 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>低估值的仅剩4只 防御板块受机构重点关注</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n低估值的仅剩4只 防御板块受机构重点关注\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-23 19:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hyyj/2020-04-23/doc-iircuyvh9457030.shtml><strong>新浪财经-自媒体综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　低估值的仅剩4只！防御板块受机构重点关注\n　　来源：数据宝\n　　原创 吴琦 \n　　近一周，A股维持震荡，市场偏好保守，以食品饮料和医药生物为主的防御板块明显受到机构追捧，其中4股估值低于35倍，5只个股平均预测上涨空间超10%。\n　　机构扎堆推荐防御板块个股，这些股受重点关注\n　　证券时报•数据宝统计显示，近一周（4月...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hyyj/2020-04-23/doc-iircuyvh9457030.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"600519":"贵州茅台"},"source_url":"https://finance.sina.com.cn/stock/hyyj/2020-04-23/doc-iircuyvh9457030.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2029261043","content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　低估值的仅剩4只！防御板块受机构重点关注\n　　来源：数据宝\n　　原创 吴琦 \n　　近一周，A股维持震荡，市场偏好保守，以食品饮料和医药生物为主的防御板块明显受到机构追捧，其中4股估值低于35倍，5只个股平均预测上涨空间超10%。\n　　机构扎堆推荐防御板块个股，这些股受重点关注\n　　证券时报•数据宝统计显示，近一周（4月17日至4月23日）机构共对518 只股票给予买入型评级（包括买入、强烈推荐、推荐、增持）。\n　　贵州茅台是近一周获机构买入型次数最多个股，公司股价今天站上历史最高位。贵州茅台发布了2019年的年度利润分配预案，分红预案为10派170.25元，其每股分红纪录再次刷新记录，不过按照今天1252.26元的收盘价测算，其股息率只有可怜的1.36%，在A股中并不出众。实际上，贵州茅台被认为是A股价值投资的一面旗帜，其股价的不断走高，也说明了市场的风格偏好趋势。\n　　分行业来看，获机构买入型评级次数居前的有食品饮料、化工和医药生物，获推荐次数均超150次，与以往相比，农林牧渔板块受机构青睐程度有大幅提升。从行业角度也能看出，目前市场最大的热点也倾向于防御板块。\n　　数据宝统计显示，从获机构买入型次数居前的个股所属行业看，食品饮料和医药生物行业居多，买入型次数超过15次的有贵州茅台、绝味食品、恒顺醋业、安井食品、泰格医药、重庆啤酒、涪陵榨菜和智飞生物。其中，贵州茅台、安井食品、涪陵榨菜和智飞生物今日收盘价创历史新高。\n　　如果将获评级次数扩大为5次以上，有21只医药生物和食品饮料公司获机构青睐。从今年以来股价表现看，鱼跃医疗、万孚生物、克明面业、安井食品和智飞生物累计上涨超60%，酒鬼酒、重庆啤酒、东诚药业、光明乳业和贵州茅台累计涨幅低于10%。贵州茅台、智飞生物、安井食品、万孚生物、涪陵榨菜、洽洽食品和千禾味业7股股价今天创历史新高。洽洽食品、泰格医药和千禾味业分别获太平洋证券、华金证券和广发证券上调评级。\n　　太平洋证券认为涪陵榨菜一季报表现优异，领先指标向好，受疫情影响部分地区缺货，预 收账款不降反增，同时叠加渠道部分补库存需求，这都将为二季度收入利润提供保障。\n　　从估值角度看，上述21只股中，克明面业、丽珠集团、光明乳业和酒鬼酒的滚动市盈率不足35倍。\n　　受益于疫情期间家庭消费增加，克明面业今年一季度实现营业收入8.86亿，同比增长12.83%，扣非归母净利润为9925万，同比增长93.24%。截至2020年3月底，公司在手未完成订单5万吨，最新滚动市盈率为25.9倍。\n　　丽珠集团2020年一季度实现扣非归母净利润4.03亿元，同比增长22.55%，公司化药及原料药受疫情影响收入下降，但是公司抗病毒颗粒、诊断试剂盒等疫情相关产品销售情况较好，国信证券认为，考虑到海外疫情仍存在较大不确定性，且试剂盒海外单价大幅高于国内，试剂盒出口有望继续贡献业绩。公司最新滚动市盈率为30.8倍。\n\n　　4只滞涨低估值个股平均预测上涨空间超40%\n　　数据宝统计显示，近一周获机构买入型评级且给出目标价超过5家的个股中，将公布的目标价与最新收盘价相比，有21只个股平均预测上涨空间超10%，其中美凯龙、蓝光发展、平安银行、隆基股份和招商蛇口的机构平均预测上涨空间最高，均超40%，除隆基股份外，其他4只个股滚动市盈率均为个位数，年内累计涨跌幅也均为-10%以下。\n　　上述21只个股中，贵州茅台、通威股份、平安银行、太阳纸业、亿纬锂能和绝味食品获机构买入型评级次数最多，均超20次。\n　　从行业看，贵州茅台、绝味食品、安井食品、洽洽食品和酒鬼酒属于食品饮料行业，机构预测平均上涨空间分别为12.92%、10.75%、11.56%、16.18%和12.1%。\n　　从股价表现看，尚品宅配、精锻科技、招商蛇口、美凯龙、太阳纸业、平安银行和蓝光发展的股价表现最差，年内累计下跌幅度均超10%。其中蓝光发展今年下跌22.39%，滚动市盈率仅为5倍。蓝光发展2019年归母净利润为34.6亿元，同比增长55.5%，加权平均ROE增长6.8%至23.9%。华泰证券预计公司一季度销售金额161亿，将同比减少，但二季度有望逐步迎来修复。\n\n　　声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。\n新浪声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。免责声明：自媒体综合提供的内容均源自自媒体，版权归原作者所有，转载请联系原作者并获许可。文章观点仅代表作者本人，不代表新浪立场。若内容涉及投资建议，仅供参考勿作为投资依据。投资有风险，入市需谨慎。\n责任编辑：王帅","news_type":1,"symbols_score_info":{"600519":0.9}},"isVote":1,"tweetType":1,"viewCount":2228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}