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白酒股集體反彈 貴州茅台盤中漲超3%
格隆匯8月23日丨白酒股集體反彈,貴州茅台盤中拉昇漲超3%,總市值重回2萬億元,現漲超2%;五糧液均漲超2%。伊力特盤中觸及漲停,現漲超9%,順鑫農業漲超7%,洋河股份漲超5%,瀘州老窖漲超4%,青青稞酒、古井貢酒等集體上漲。中信證券指出,白酒市場秩序監管座談會主要是收集和交流意見,以維護行業長期健康&景氣。當下,白酒板塊短期表現或將更多受到投資情緒、風格偏好、資金配置等因素的影響,雖然市場脆弱情緒和對政策擔憂仍有持續蔓延的可能性。從基本面角度,白酒行業基本面和景氣度並未發生重大變化,白酒優質龍頭已處於合理估值中樞偏下水平。

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