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热浪滚滚袭来 抗高温概念股有望爆发

2013年08月07日 11:28   来源:新华网   

  今日早盘房地产及相关板块上涨明显,但除此之外,啤酒等抗高温概念股走势也引人关注。香港市场上,青岛啤酒港股股价一路走高,目前股价折合为人民币47元左右,相较于目前A股市场上42元多的股价,溢价明显。

  大智慧分析师周雪松认为,青岛啤酒的上涨契合了大消费中抗高温板块的走强,也跟消费升级的趋势切合。加上本周六将举行的啤酒节,青岛啤酒也受到了资金的密切关注。我们看到,青岛啤酒除8月2号和5号有资金小幅流出外,近期资金净流入非常明显。

  建议投资者多关注啤酒、空调、风扇等抗高温概念股的走势。


(责任编辑:邢晓宇)

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