市场回顾:受内需和消费者信心不足影响,今年以来食品饮料板块跑输指数,A股和H股累计上涨1%,其中,A股食品饮料(申万)下跌4.7%,明显跑输沪深300(+17.9%);H股食品饮料(申万)上涨29.5%,跑输恒生指数(+34%)。品类分化,强者恒强。二季度以来酒类受政策影响,股价持续承压,其中贵州茅台、酒类(剔除贵州茅台)较年初分别下跌5.5%和下跌5.8%。大众品出现改善迹象,龙头效应明显,前...
Source Link市场回顾:受内需和消费者信心不足影响,今年以来食品饮料板块跑输指数,A股和H股累计上涨1%,其中,A股食品饮料(申万)下跌4.7%,明显跑输沪深300(+17.9%);H股食品饮料(申万)上涨29.5%,跑输恒生指数(+34%)。品类分化,强者恒强。二季度以来酒类受政策影响,股价持续承压,其中贵州茅台、酒类(剔除贵州茅台)较年初分别下跌5.5%和下跌5.8%。大众品出现改善迹象,龙头效应明显,前...
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