A股異動丨白酒股拉昇 捨得酒業漲超7% 貴州茅臺漲超2%
A股白酒股拉昇上漲,其中,捨得酒業漲超7%表現最佳,瀘州老窖、水井坊漲4%,貴州茅臺、五糧液、古井貢酒、皇臺酒業、迎駕貢酒、今世緣漲超2%。天風證券表示,新一輪利好政策出臺,白酒板塊後續有望迎來反轉。1、政策面:2024年9月底開始政府頻繁出臺系列財政及貨幣政策等,且目前CPI和PPI指數已處於歷史低位、白酒板塊強壁壘以及不可替代性屬性仍在,後續經濟、消費持續向好變化或刺激板塊PE中樞擡升;2、基本面:業績低點多滯後於渠道庫存高點,當前板塊已開始進入業績增速相對底部階段,當前市場已充分下修板塊業績增速預期,我們預計25年下半年開始板塊業績增速或迎來反轉。(格隆匯)

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