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白酒股集體上漲 五糧液(000858.SZ)漲超3%
格隆匯 03-05 10:49
格隆匯3月5日丨白酒板塊拉昇走強,入選了格隆匯2020十大核心資產名單的五糧液漲超3%,現報129.43元;此外,捨得酒業、山西汾酒漲超5%,順鑫農業漲超4%,今世緣、古井貢酒等集體上漲。對於白酒板塊的投資建議,多家機構均表示,寬鬆政策頻出,將提升消費求,高端白酒具有較強的確定性,看好超跌後的投資機會。華創證券指出,待疫情控制之後,補償性和延遲性需求預計帶來需求反彈,政策層面預計也會出台相關經濟刺激扶持政策,應對充足的酒企搶佔市場的能力更強,將加速行業高端化和集中度提升趨勢。招商證券表示,近期上市公司迎來年報密集披露期,預計白酒板塊主線將進入報表業績主導期。
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