浙商证券近日研报指出,本轮周期猪价高度和持续性有望超预期,压栏和二育的扰动带来短期供给节奏上的变化,但整体价格中枢却在不断抬升,相较于市场担忧的猪价“A”字形走势,继续看好猪价“阶梯形”上涨的大方向,建议把握板块回调之后的布局良机。
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