A股異動丨白酒股繼續走低 貴州茅台逼近1300元關口
貴州茅台一度跌逾2%至1305元,續創2022年11月以來新低;巖石股份跌停,海南椰島、古井貢酒等紛紛走低。消息面上,白酒中秋銷售季來臨,相關市場調研顯示,國內多省市酒商反饋動銷“不太好”、“今年是近幾年最淡的”。亦有四川酒類流通協會人士透露,今年中秋銷售預計同比下降20%-30%。招商證券表示,近幾年中秋旺季效應不太明顯,在這種趨勢下,需求超預期的難度比較大,但今年供給端已出現分化,高端和次高端投放相對去年更加謹慎,地產酒政策投入相對積極。從資本市場近期的持續調整來看,目前已經形成足夠悲觀的預期,雙節若能扛過壓力測試(價格體系平穩落地),有望形成股價反轉。

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