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白酒股持續走強 貴州茅台股價逼近2100元關口
格隆匯12月9日丨白酒股持續走強,貴州茅台續漲超1%創逾5個月新高,股價逼近2100元關口;口子窖漲超9%,老白乾酒漲超6%,今世緣、金徽酒漲超3%,五糧液、瀘州老窖、洋河股份等漲超1%。北向資金昨日大幅淨買入白酒股,其中,貴州茅台、洋河股份分別獲淨買入16.24億元、10.25億元。此外據悉,美國萬億美元資管巨頭資本集團旗下的“資本集團新世界基金(盧森堡)”10月增持貴州茅台1.61%。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。財信證券亦指,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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