白酒股午後再度走強 酒鬼酒(000799.SZ)大漲9%
昨日領漲A股市場的白酒板塊今日午後再度走強,昨日漲停的酒鬼酒大漲超9%衝擊漲停,迎駕貢酒大漲超7%,今世緣、金徽酒漲超4%,水井坊、伊力特、捨得酒業等紛紛跟漲。分析人士表示,整體來看,白酒股此前的調整是基於茅台酒降價消息的刺激,而突然降價也是因前期缺貨導致價格短期暴漲後的正常回歸,並不是需求端出現異常,如果繼續回調,或許還是佈局的機會。方正證券認為,今年已是白酒行業復甦的第四年,行業的向上趨勢仍在延續,未來隨着價位升級和集中度提升,投資機會仍然集中在高端和次高端兩個價格帶上。除了高端白酒外,次高端價位的快速擴容、主流價位的成長,仍是行業最核心的趨勢之一。
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