金吾财讯 | 啤酒股普升，华润啤酒(00291)涨2.81%，青岛啤酒股份(00168)涨2.43%，百威亚太(01876)涨0.56%。东莞证券指出，6月17日，人民网发布评论称“禁止违规吃喝，不是吃喝都违规”；6月19日，新华社发文称“整治违规吃喝，不是一阵风不能一刀切”，对5月18日以来的部分现象进行纠偏。纠偏后，市场情绪有所修复。与此同时，考虑到目前处于啤酒消费旺季，且今年多地气温创近几年新高，叠加我国消费定调积极，啤酒需求有望边际回暖。
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