每经AI快讯,中信建投(601066)指出,从月度数据与市场表现来看,跨年行情或呈现“成长先行、白酒蓄力”的鲜明特征。当前市场资金更倾向于布局零食、乳业等景气度明确、弹性更高的赛道,这类板块在政策支持与产业趋势共振下,月度数据持续改善,成为跨年行情的核心驱动力。而白酒板块则处于“磨底蓄力”阶段,随着春节临近,终端备货需求逐步启动,近期头部酒企批价企稳、库存回落的边际变化已开始显现,预计春节后随着...
Source Link每经AI快讯,中信建投(601066)指出,从月度数据与市场表现来看,跨年行情或呈现“成长先行、白酒蓄力”的鲜明特征。当前市场资金更倾向于布局零食、乳业等景气度明确、弹性更高的赛道,这类板块在政策支持与产业趋势共振下,月度数据持续改善,成为跨年行情的核心驱动力。而白酒板块则处于“磨底蓄力”阶段,随着春节临近,终端备货需求逐步启动,近期头部酒企批价企稳、库存回落的边际变化已开始显现,预计春节后随着...
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