咱们好久没有来聊聊伊利了。看起来今年伊利的利润会逐季提高，到明年的话预计会达到 126 亿左右。如果届时美利率下来，再加上市场情绪乐观，给个 25—30 倍市盈率也算是合理的吧。此外，现在伊利正在回购股票，按照回购注销后股本 63.5 亿计算，股价回到 50—60 元也很符合实际情况。事实上，这个价格也只是合理价格，如果大盘进入牛市期，伊利的市盈率能够达到 40 倍的话，那么股价涨到 80 元的可能性也很大。所以，朋友们，我们应该要有更宏观的格局，不要轻易地把核心资产交给外资。跟着 “巴哥” 的思路，积极抵制外方恶意敲诈，勇敢地守住我们的权益，就算市场波动，我们也能够保持坚定的信仰。 $CSEC/China Shenhua(601088.SH) $CYPC(600900.SH) $YILI(600887.SH)
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