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白酒股走強,迎駕貢酒(603198.SH)漲停

格隆匯10月28日丨白酒股走強,迎駕貢酒(603198.SH)漲停,口子窖、青海春天漲超4%,今世緣、金種子酒、皇台酒業、海南椰島漲超2%,貴州茅台跌0.33%。

迎駕貢酒昨日披露三季報,公司2021年第三季度實現營業收入10.95億元,同比增長27%;淨利潤3.7億元,同比增長86.23%。截至三季度末,侯昊管理的招商中證白酒對公司的持股比例由二季度末的2.03%提升至4.03%。據悉,最新披露的基金三季報顯示,在普遍的高倉位下,基金經理對白酒板塊的調倉出現分歧,“千億頂流”張坤和劉彥春依舊堅定的看好白酒板塊,而曾經愛喝酒的王宗合在第三季度新增科技領域持倉,基金經理焦巍則開始反思不能將選股侷限於大消費。

此外,在抄底的因素下,白酒指數基金在淨值下跌的情況下獲得驚人的規模增長,招商中證白酒指數基金三季度逆勢吸引239億份的基金份額申購,令該基金一舉成為國內單隻規模最大的權益類基金。

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