(以下内容从国金证券《食品饮料行业周报:板块低位配置情绪回升,关注餐饮链等改善催化》研报附件原文摘录)白酒:近期市场对酒类板块在内泛消费板块配置情绪环比明显回升,一方面自上而下有CPI、PPI等宏观指标环比改善的催化,另一方面资金端也有配置再平衡的诉求。我们持续看好白酒板块的配置价值,行业景气度最为承压的时期已经过去,外部因素对消费场景的约束将持续趋缓。同时,我们预计当下市场对白酒行业价盘的悲观...
Source Link(以下内容从国金证券《食品饮料行业周报:板块低位配置情绪回升,关注餐饮链等改善催化》研报附件原文摘录)白酒:近期市场对酒类板块在内泛消费板块配置情绪环比明显回升,一方面自上而下有CPI、PPI等宏观指标环比改善的催化,另一方面资金端也有配置再平衡的诉求。我们持续看好白酒板块的配置价值,行业景气度最为承压的时期已经过去,外部因素对消费场景的约束将持续趋缓。同时,我们预计当下市场对白酒行业价盘的悲观...
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