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高端白酒股走強 貴州茅台、瀘州老窖再創新高
格隆匯 02-05 10:54
格隆匯2月5日丨高端白酒股走強,瀘州老窖漲超5%再創新高,山西汾酒、五糧液均漲超4%;貴州茅台漲超1%,再創歷史新高。業內認為,市場逐步消化疫情對旺季白酒消費影響的悲觀預期。短期疫情影響基本面,但白酒長期趨勢繼續向上。春節後高端白酒價格有望延續上行趨勢,茅台品牌效應突出,送禮、投資、收藏等屬性較強,需求端持續旺盛,價格將保持高位。光大證券指出,根據春節動銷旺季反饋,高端白酒的經營依然最具確定性,重點推薦貴州茅台、五糧液、瀘州老窖。展望春節旺季後,光大證券認為,高端白酒價格有望繼續上挺。

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