智通财经APP获悉,方正证券发布研报称,本周第113届秋季糖酒会在南京召开。当前白酒板块经历长期回调,估值已显著回落,市场预期处于低位,优质资产底部逻辑清晰。在外部扰动重新显现,催动内需重要性提升的背景下,板块有望迎来估值切换与修复行情。方正证券主要观点如下:白酒:反馈平淡,预期低位,期待后续政策落地后经济恢复秋糖招商功能弱化,整体氛围平淡,产业预期维持较低水平。走访秋糖展会观察到,本次秋季糖酒会...
Source Link智通财经APP获悉,方正证券发布研报称,本周第113届秋季糖酒会在南京召开。当前白酒板块经历长期回调,估值已显著回落,市场预期处于低位,优质资产底部逻辑清晰。在外部扰动重新显现,催动内需重要性提升的背景下,板块有望迎来估值切换与修复行情。方正证券主要观点如下:白酒:反馈平淡,预期低位,期待后续政策落地后经济恢复秋糖招商功能弱化,整体氛围平淡,产业预期维持较低水平。走访秋糖展会观察到,本次秋季糖酒会...
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