投资建议:1、白酒:临近旺季动销修复,大珍上市回款亮眼,底部中长期价值凸显,短期看弹性、中长期看龙头:1)短期边际变化弹性标的:泸州老窖、港股珍酒李渡、舍得酒业、酒鬼酒、水井坊、老白干酒等。2)中长期经营质量龙头标的:贵州茅台、五粮液、山西汾酒、古井贡酒、今世缘、迎驾贡酒等。2、大众品:元气森林布局气泡酒,零食风味创新加速,重点关注优秀成长个股:1)高景气或高成长逻辑:盐津铺子、东鹏饮料、百润股份...
Source Link投资建议:1、白酒:临近旺季动销修复,大珍上市回款亮眼,底部中长期价值凸显,短期看弹性、中长期看龙头:1)短期边际变化弹性标的:泸州老窖、港股珍酒李渡、舍得酒业、酒鬼酒、水井坊、老白干酒等。2)中长期经营质量龙头标的:贵州茅台、五粮液、山西汾酒、古井贡酒、今世缘、迎驾贡酒等。2、大众品:元气森林布局气泡酒,零食风味创新加速,重点关注优秀成长个股:1)高景气或高成长逻辑:盐津铺子、东鹏饮料、百润股份...
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