A股異動丨山西汾酒收升4.86% 機構堅定看好板塊底部反轉
山西汾酒(600809.SH)今日高開高走,最終收升4.86%報204.47元,全天成交22.74億元,最新市值2494.46億元。消息面上,首批白酒上市公司2024年三季報日前出爐。貴州茅台前三季度營業總收入首次突破1200億元,營收淨利均實現同比兩位數增長;金徽酒同樣實現兩位數的業績增幅,產品結構持續優化。德邦證券曾發研報指,年初以來白酒板塊跌幅較深,悲觀預期充分釋放,政策“組合拳”下預期扭轉,堅定看好板塊底部反轉,看好未來上升空間。繼續建議兩條主線佈局:1)超跌的確定性龍頭,推薦貴州茅台、山西汾酒等;2)基本面趨勢較好疊加估值低位的優質標的。(格隆匯)

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