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白酒股漲幅擴大 古井貢酒(000596.SZ)漲近8%再創歷史新高
格隆匯 01-09 13:57
格隆匯1月9日丨此前幾個交易日出現小幅調整的白酒股今日普漲,午後整體漲幅進一步擴大,行業指數獲得突破創階段新高。個股方面,古井貢酒(000596.SZ)目前漲近8%領漲板塊,且再創歷史新高價148.98元,該股2019年累漲155.31%,目前市值為748億元。其他白酒股如今世緣漲超5%,山西汾酒、瀘州老窖漲超4%,口子窖、捨得酒業、迎駕貢酒、水井坊、酒鬼酒、五糧液和茅台等均出現一定漲幅。中銀國際表示,白酒行業長期成長邏輯不變,行業利潤空間足夠大,市場份額繼續向名酒集中,業績成長確定性高,個股仍有較多機會。建議遵循兩條思路選股:一是忽略短期波動,長期持有向好趨勢明確、成長邏輯清晰的優秀公司;二是低估值、有一定“護城河”、業績存在改善可能性的品種。
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