投资要点食饮观点:本周政策催化&板块轮动下白酒板块迎反弹,关注以“酒鬼·自由爱”、“大珍”为代表的酒类新消费产品表现;大众品中报密集披露期将至,新消费部分标的受制于传统渠道改革,短期Q2 业绩预期有所调整,但长期动力仍在,下半年蓄势后有望卷土重来。大众品当前推荐卫龙美味、万辰集团;白酒当前推荐贵州茅台、山西汾酒、珍酒李渡。白酒板块:本周政策催化&板块轮动下白酒板块迎反弹,优选品牌势能较强的香型龙头...
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