Why are you optimistic about consumption and medicine?

Many people say that you are still optimistic about the high consumption of big head and medicine. Are you cheating Xiaobai into the pit?

In fact, at the beginning of the year, many people cleared up their medicine and consumption, and the big head seized it. Just like a remittance adds wealth to consumption and a remittance adds wealth, they all earned a lot of money.

however, when 5-6% of the big profits are redeemed, I am found to be wrong, and medicine and consumer medicine can be optimistic. You can keep it for a long time.

The main reasons are as follows:

1. Benchmarking overseas markets, no matter "Coca-Cola, Pepsi, Johnson & Johnson", it has been growing steadily for many years and hitting new heights. Why? Because there is demand, the industry will not decline. Therefore, the domestic consumer industry is also the same. We must know that we are the most populous country, and this demand cannot be changed. In addition, with the aging of the population, medicine is the most important thing.

2. Since 2, the gross profit margin of medicine and consumption has always been higher than the average level of A shares. At the same time, it is also the only sector in the A-share market where the industry sector index has increased by more than 1 times, in which the consumer index has increased by more than 2 times in 2 years and the pharmaceutical index has increased by more than 1 times in 2 years. This trend will not be reversed at once.

3. The pharmaceutical and consumer industries are already in the forefront of domestic GDP contribution, and large consumption (medicine+consumption) is the first. Now it is an important stage of economic recovery. If the economy is stabilized, these two industries cannot plummet. In addition, if medicine and consumption decline, imagine what other industries A shares will take over? Actually, there isn't. Even with technology, it's far from perfect.

finally, domestic funds like to sign up for tour groups, and medicine and consumption are the main targets. In the long run, it is growing steadily. If it is adjusted, unless there is a bear market, it is difficult to have a big decline. And it will continue to hit a new high after falling back.

In addition, nowadays, domestic consumption is improving quality, so investment in such stocks and funds needs to consider those with large market value and excellent quality.

To tell a joke, why does liquor go up so high, not because it tastes good, but because it is expensive!