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白酒股走強,瀘州老窖等多股漲停
格隆匯4月14日丨白酒股午後繼續大漲,瀘州老窖(000568.SZ)漲停,皇台酒業此前漲停,山西汾酒漲超9%,酒鬼酒、捨得酒業漲超7%,古井貢酒、今世緣、五糧液漲超6%,貴州茅台漲超3%。

近日,白酒企業扎堆發佈1至2月經營數據,均實現“開門紅”。貴州茅台淨利同比增長20%左右,山西汾酒淨利同比增長50%以上,今世緣淨利同比增長26%左右,酒鬼酒淨利同比增長130%左右。
浙商證券認為,當前預期及基本面主導板塊表現,行業景氣度仍在背景下,預計疫情拐點後白酒風將起。中信證券認為,當前白酒仍首推高端、關注次高端及地產酒邊際變化。山西證券認為,經過前期回調,白酒板塊悲觀情緒釋放。緊握一線白酒,尋找高彈性二、三線白酒。
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