白酒股走強,貴州茅台(600519.SH)股價重回2000元
格隆匯12月8日丨白酒股走強,老白乾酒封漲停板,貴州茅台漲超3%創今年7月初以來新高,股價重新站上2000元;迎駕貢酒、金種子酒和伊力特漲超5%,金徽酒、五糧液、青青稞酒、古井貢酒、口子窖均漲超3%。

11月底,高盛恢復跟蹤A股白酒行業,其中,恢復跟蹤貴州茅台給予買入評級,目標價2101元/股;中信證券則在12月2日發佈研報稱,白酒行業將進入信息密集釋放期,目前白酒板塊估值處於合理區間,積極推薦白酒行業。
財信證券指出,白酒板塊前期悲觀情緒已充分消化,市場層面主流品牌價格與庫存良性,公司層面或實施戰略調整或展現變革決心,判斷行業整體仍處於穩健上行週期。高端酒企加強對市場批價管控,以期平抑行業波動,立足更長期的發展,次高端酒企經營信心較強,宏觀層面迎來全面降準、前期嚴監管政策的糾偏,行業發展大環境有望邊際改善。該行對白酒行業明年發展保持樂觀。
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