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白酒股大面積漲停 五糧液(000858.SZ)封死漲停板
格隆匯9月27日丨白酒板塊指數目前漲超6%,個股大面積漲停。上午曾觸及漲停板的五糧液(000858.SZ)目前封死漲停板,報價220.57元,暫成交165億元,市值8562億元。截至目前,漲停的白酒股有金種子酒、青青稞酒、順鑫農業、五糧液、古井貢酒、瀘州老窖,老白乾酒和貴州茅台(一度漲停)目前逼近漲停。華夏基金認為,白酒板塊今日大漲受兩個重要催化因素影響:茅台股東會新董事長表達解決渠道加價的決心;瀘州老窖股權激勵超預期,帶動有激勵預期的其他白酒個股也跟隨上漲。建議投資者關注四季度消費板塊投資機會,消費板塊部分龍頭經過前期下跌和估值消化後,底部特徵越來越明顯,四季度階段性走強可能性較高。最新規模超658億元的招商中證白酒指數基金經理侯昊盤中發文,白酒龍頭釋放積極信號,短期對於行業的一些擔憂可以更樂觀些,白酒板塊仍需跟蹤動銷及價格體系變動情況,以及高端白酒終端價格變化情況。他建議適度降低今年預期,等待風口,時間拉長看消費升級及集中度提升趨勢下白酒板塊仍具備較好的配置價值。

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