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白酒板塊持續強勢 市場普遍看好下半年銷售回暖趨勢
格隆匯 08-17 09:55
格隆匯8月17日丨白酒板塊持續強勢,酒鬼酒漲大超7%,瀘州老窖漲超5%,水井坊、五糧液、伊力特、山西汾酒漲超3%,口子窖、金徽酒、貴州茅台等集體上漲。機構分析認為,在擴內需+經濟內循環等消費升級的背景下,食品飲料等行業景氣度將會高漲,未來仍有不少優質個股的股價會創出歷史新高,白酒仍是下半年首推板塊。白酒未來六個季度逐季環比改善的趨勢較為明顯。此外,中秋疊加國慶,市場普遍看好白酒股下半年的銷售回暖趨勢。

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