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A股異動丨白酒股普漲 山西汾酒漲超3% 貴州茅臺漲2%
格隆匯 02-27 10:48

A股白酒股普遍上漲,其中,迎駕貢酒漲近5%,瀘州老窖漲超4%,山西汾酒漲超3%,貴州茅臺漲近2%,捨得酒業、古井貢酒、五糧液均有漲幅。消息上,國泰君安研報日前表示,白酒板塊相對低位,有望迎來估值修復。24Q3起白酒業績增速邊際放緩,渠道承載力趨弱,良性增長成爲行業共識,從24Q4及25Q1開門紅情況來看庫存去化進度一般,該行認爲近期股價走勢已基本反應悲觀預期。估值再度回落至相對低位,政策刺激下有望迎來估值修復。天風證券指出,白酒估值/情緒進入歷史相對底部區間,基金持倉觸底,建議關注兩大投資主線。(格隆匯)

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