没人关注龙大转债吗?

robot
Abstract generation in progress

转债到期日期:2026-07-13,还本(不含息):113 ,最后一年利息2,到手115,目前转债116左右,最大亏损1块钱,强赎的话,130+,收益率12%,今天刚好4个月,年化收益率40%,没人讨论吗?
这个价位买正股也可以,3.97的价格,弹性更大,而且猪周期在底部,其他猪肉股都走出来了,算上通胀预期,猪肉也要起飞了,油价上涨终究会传导到CPI上涨,猪肉价格按不住了。
转债性价比很高,股票收益会更好,今天的蓝帆股份涨停了,明显有游资在炒,去年12月中旬,蓝帆转债跌到100面值附近就是个黄金坑。
下一个 就是龙大美食

																					![](https://img-cdn.gateio.im/social/moments-d34d2bc528-41247e64fe-8b7abd-ceda62)
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