白酒股全線上漲 瀘州老窖漲超5% 貴州茅台重回1600元關口
格隆匯8月24日丨白酒股全線上漲,貴州茅台漲超2%,股價重回1600元關口;瀘州老窖漲超5%,酒鬼酒漲超4%,順鑫農業、水井坊、山西汾酒、捨得酒業、五糧液等紛紛跟漲。中金公司表示,政策監管預期引發白酒超跌。下半年市場風格切換,白酒估值從高位回落,而點狀疫情爆發、税收政策預期、監管政策的擔憂,又放大了市場悲觀情緒,導致板塊進一步回調。覆盤白酒歷次週期顯示,基本面改善推動白酒板塊進入上升通道,而情緒和資金風格切換對白酒指數調整的時間和幅度影響有限。白酒本輪調整已到底部佈局區間,行業將延續結構性繁榮。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.