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白酒股集體走強 正式進入財報季 板塊性價比逐步顯現
格隆匯 03-26 11:28
格隆匯3月26日丨白酒股集體走強,金徽酒拉昇封板,5日內收穫4漲停;水井坊封漲停,瀘州老窖大漲超6%,山西汾酒漲超5%,酒鬼酒、五糧液等漲超4%,貴州茅台漲超2%。隨着本週金徽酒年報的發佈,白酒板塊正式進入財報季。國海證券認為,白酒板塊有望加快企穩,一季報開門紅效應比較明顯,基本面普遍向好。市場情緒將逐步趨於穩定,負反饋效應將逐步減弱,未來板塊整體下行空間有限,回調即是佈局良機。天風證券表示,高端白酒估值迴歸合理水平,糖酒會或一季報有望成短期提振點。方正證券稱,隨着春糖和年報季臨近,酒企良好的業績、持續穩健的基本面和長期向好趨勢有望提振市場信心。當前白酒板塊估值已經迴歸到合理區間,長期來看本輪白酒行業仍處於向上的景氣趨勢中,板塊性價比逐步顯現。

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