本期投资提示:投资分析意见:本周权威媒体和高层连续发声强调内需的重要性,值得重视。12 月16 日《求是》杂志发表《扩大内需是战略之举》,指出扩大内需既关系经济稳定,也关系经济安全,不是权宜之计,而是战略之举。中央财办发声,扩大内需是明年排在首位的重点任务,从供需两侧发力提振消费。国家发改委发声,坚定实施扩大内需战略。对于白酒,尽管12 月以来板块出现回调,茅台批价也经历了波动,但我们维持观点,三...
Source Link本期投资提示:投资分析意见:本周权威媒体和高层连续发声强调内需的重要性,值得重视。12 月16 日《求是》杂志发表《扩大内需是战略之举》,指出扩大内需既关系经济稳定,也关系经济安全,不是权宜之计,而是战略之举。中央财办发声,扩大内需是明年排在首位的重点任务,从供需两侧发力提振消费。国家发改委发声,坚定实施扩大内需战略。对于白酒,尽管12 月以来板块出现回调,茅台批价也经历了波动,但我们维持观点,三...
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