核心观点导读：11月CPI数据延续10月增长趋势，重视大众品成长及低位价值标的，飞天批价仍呈波动、茅台传递稳价信号，白酒处于逐步出清过程、关注后续旺季量价节奏。核心观点：内需重要性再获强调，11月CPI延续正增。近期宏观及政策层面对消费板块形成积极预期催化，一是最新公布的11月CPI同比+0.7%，核心CPI同比+1.2%延续10月以来良好态势，二是中央经济工作会议在确定2026年重点任务时，将...
Source Link核心观点导读：11月CPI数据延续10月增长趋势，重视大众品成长及低位价值标的，飞天批价仍呈波动、茅台传递稳价信号，白酒处于逐步出清过程、关注后续旺季量价节奏。核心观点：内需重要性再获强调，11月CPI延续正增。近期宏观及政策层面对消费板块形成积极预期催化，一是最新公布的11月CPI同比+0.7%，核心CPI同比+1.2%延续10月以来良好态势，二是中央经济工作会议在确定2026年重点任务时，将...
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