白酒板塊走高 板塊景氣度持續向上
格隆匯12月7日丨白酒板塊走高,老白乾酒漲超7%,金種子酒漲6%,迎駕貢酒漲超3%,五糧液、貴州茅台等紛紛跟漲。中信證券指出,繼續堅定推薦白酒行業,景氣趨勢明朗,催化漸行漸近。高端白酒行業量價齊升、龍頭管理突破向上&充分受益行業擴容紅利,茅五瀘短期催化強烈&長期確定性增強,估值仍有空間;次高端白酒動銷強勁復甦&內部準備充分,2021年低基數下預計兑現彈性,持續催化向上行情。

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