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茅台(600519.SH)兩日大跌近8%,市值蒸發逾1200億元,會是機會嗎?
格隆匯 01-03 12:07
格隆匯1月3日丨貴州茅台2日披露2019年部分經營數據,其營收與淨利增速雙雙降至15%,低於市場預期,再加上公司給出2020年度計劃安排營業總收入同比增長10%,低於2019年。數據公佈後貴州茅台(600519.SH)股價大跌,繼昨日收跌4.48%後,截止今日半日收盤再度收跌3.99%報1084.9元,跌破1100元關口,創2019年9月以來新低,成交額放大至93.66億元,最新總市值13628億元,近兩日市值已蒸發1232億元。這次的下跌會是機會嗎?有業內人士對格隆匯表示,茅台短期業績不如人意,估值上又沒有太大優勢,目前市場環境下,資金追茅台的積極性不高。往長期看,茅台的成長性是相當確定的,未來也存在上調出廠價的可能,所以,當市場追捧熱點的情緒降温後,茅台或重新受市場青睞。
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