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酒類股漲幅擴大:捨得酒業逼近漲停,五糧液漲超5%
格隆匯8月10日丨酒類股集體大漲,水井坊和偉隆股份上午已封漲停板;午後板塊指數漲幅進一步擴大至超4%。捨得酒業逼近漲停,古井貢酒漲超8%,皇台酒業漲超7%,瀘州老窖、海南椰島漲超6%,酒鬼酒、五糧液、山西汾酒、伊力特、口子窖漲超5%,老白乾酒漲超4%,茅台漲超2%。個股消息面上,水井坊上調回購資金總額為5950萬元-1.19億元;行業消息面上,工信部表態支持中國白酒文化遺產申報世界文化遺產。有分析人士指出,目前以鋰電為首的部分高景氣股出現回調,資金撤出後看似流入性價比優勢逐步顯現、以消費為代表的成長性行業;同時,硬科技產業鏈的景氣度仍在擴散;市場的機會在變多,可選的品種也更加豐富,有利於構建組合。

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