华西证券：汇率升值利好国内资产重视食品饮料板块三重共振机会

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智通财经APP获悉，华西证券发布研报称，近期人民币汇率持续走强。复盘历史，升值周期中食品饮料板块通常能跑赢大盘。本轮升值有望通过降低进口成本、提振内需景气、吸引外资增配三条路径，推动板块迎来成本、需求与估值的共振修复，相关主线标的有望受益。华西证券主要观点如下：事件近期人民币汇率加速升值，12月25日离岸率先破7，1月22日在岸人民币达到6.96，经济内在动能增强叠加出口产品竞争力提升，人民币汇率...

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华西证券：汇率升值利好国内资产 重视食品饮料板块三重共振机会

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华西证券：汇率升值利好国内资产重视食品饮料板块三重共振机会