核心观点导读：近期CPI数据催化食品饮料板块预期回暖，重视大众品成长及低位边际改善标的，白酒加速出清，动销见底后关注报表及库存调整节奏。核心观点：CPI释放积极信号，驱动内需预期修复。10月我国CPI同比+0.2%转正、环比+0.2%，扣除波动较大的食品和能源后核心CPI同比+1.2%、环比+0.2%。值得关注的是，10月其他用品及服务CPI同比+12.8%、环比+3.8%，生活用品及服务、教育...
Source Link核心观点导读：近期CPI数据催化食品饮料板块预期回暖，重视大众品成长及低位边际改善标的，白酒加速出清，动销见底后关注报表及库存调整节奏。核心观点：CPI释放积极信号，驱动内需预期修复。10月我国CPI同比+0.2%转正、环比+0.2%，扣除波动较大的食品和能源后核心CPI同比+1.2%、环比+0.2%。值得关注的是，10月其他用品及服务CPI同比+12.8%、环比+3.8%，生活用品及服务、教育...
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