不过,上半年表现最好的食品饮料,包括网红茅台等白酒板块,我不建议下半年重仓。 原因在于,一方面这个板块目前估值已不便宜了,另一方面,当经济明显向好后,热点板块会轮动,资金会转移。 这类机构资金在经济 ...
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