北京商报讯(记者刘一博冯若男)4月11日尾盘,三大指数集体上涨,沪指3238.23上涨0.45%。白酒股2095.14点收盘下跌1.29%,其中19只白酒股下跌。
从个股来看,贵州茅台收盘价达1568.98元/股,上涨1.29%;五粮液收盘价达131.60元/股,下跌1.16%;泸州老窖收盘价达131.17元/股,下跌1.98%;洋河股份收盘价达74.09元/股,下跌1.72%;山西汾酒收盘价达220.99元/股,下跌0.45%。
东莞证券在其研报中指出,结合目前实际情况,预计白酒今年上半年以消化库存为主,动销仍有一定的压力,业绩表现分化。下半年随着需求稳步复苏,叠加白酒去年同期基数走低,全年有望呈现前低后高的态势。从估值来看,白酒估值低于近五年与近十年来的均值水平。在国内政策宽松、消费定调积极的背景下,外部不确定性有所下降,预计市场情绪或有所回暖,白酒估值存在一定的修复空间。
(文章来源:北京商报)
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