投资建议：1、白酒：来年目标陆续定调，汾酒彰显稳健势能，白酒板块动销磨底、报表出清、预期低位下把握底部机遇，建议配置：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；2）筹码结构优化：迎驾贡酒、洋河股份、老白干酒等；3）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、今世缘等。2、大众品：三只松鼠迈向全品类，蒙牛乳业引领深加工，速冻回暖安井势能强劲，...
Source Link投资建议：1、白酒：来年目标陆续定调，汾酒彰显稳健势能，白酒板块动销磨底、报表出清、预期低位下把握底部机遇，建议配置：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；2）筹码结构优化：迎驾贡酒、洋河股份、老白干酒等；3）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、今世缘等。2、大众品：三只松鼠迈向全品类，蒙牛乳业引领深加工，速冻回暖安井势能强劲，...
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