茅台突破1900!白酒股強勢反彈,食品飲料ETF(515170)直線拉昇
格隆匯11月24日丨今日白酒股繼續上攻,開盤十分鐘,捨得酒業漲超5%,五糧液、瀘州老窖、酒鬼酒漲超3%,貴州茅台突破1900元,食品飲料ETF(515170)也直線拉昇,漲超1%。多家機構表示,儘管當下市場對來年白酒需求仍有爭議,但從經營質量看,白酒行業基本面健康,板塊估值調整後性價比凸顯。平安證券認為,白酒行業具備高毛利率、強定價權。另外,流動性環境也對白酒板塊提供較好的估值拉力,疊加白酒基本面向好,增速穩健,估值優勢凸顯。方正證券認為,食品飲料板塊強勢反彈。白酒行業向上趨勢不改,白酒年底迎來估值切換,未來繼續看好區域龍頭。大眾品需求仍在恢復中,關注格局優化、業績具有改善預期龍頭以及高成長性賽道個股。


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