过年发朋友圈要多800个心眼

农牧渔板块蛰伏待机,高“含猪量”农牧渔ETF(159275)红盘震荡!机构:生猪板块存在中长期布局价值_蜘蛛资讯网

十月第一天

交易日(10月24日)收盘,全市场首只农牧渔ETF(159275)标的指数中证全指农牧渔指数市净率为2.53倍,位于近10年来25.1%分位点的低位,中长期配置性价比凸显。  中航证券指出,交易上,生猪板块存在中长期配置价值,关注生猪产能超预期调减给板块带来的推动。一是生猪周期轮转不止,生猪养殖处亏损区间,配合“反内卷”政策引导,产能有望合理调减,猪价预期和生猪板块走势有望演绎;二是生猪行业优势企

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