白酒到底还行不行?

证星研究院
16 Jun

近期以来,市场消费板块出现了一定的分化,以泡泡玛特为首所谓的“新消费”备受关注,出现明显溢价;而以茅台、五粮液为首的消费则受到冷落,估值也处于相对低位。这种市场关注度的差异,本质上是对各行业短期情绪面的一种直观反馈。那么,当前消费市场的情况究竟几何呢?今天的文章,我们一同探究机构近期对消费行业(部分)的反馈观点,借此感受不同消费行业在近期形势下的细微变化。PS:关于潮玩和白酒,研究院此前已分享过...

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