昨日，连跌五年的白酒板块出现爆发式上涨，贵州茅台大涨超8%，五粮液等多只个股涨停。市场关注的核心指标飞天茅台批价在一周内从约1500元迅速反弹至近1700元，为此次行情提供了关键支撑。 根据招商证券与国泰君安当日发布的报告，此次行情并非情绪驱动的普涨，而是基本面数据与极端机构持仓结构共同作用的结果。核心在于两点：其一，茅台动销数据逆势增长超15%，直接证伪了市场此前“价格崩塌”的悲观预期；其二，...
Source Link昨日，连跌五年的白酒板块出现爆发式上涨，贵州茅台大涨超8%，五粮液等多只个股涨停。市场关注的核心指标飞天茅台批价在一周内从约1500元迅速反弹至近1700元，为此次行情提供了关键支撑。 根据招商证券与国泰君安当日发布的报告，此次行情并非情绪驱动的普涨，而是基本面数据与极端机构持仓结构共同作用的结果。核心在于两点：其一，茅台动销数据逆势增长超15%，直接证伪了市场此前“价格崩塌”的悲观预期；其二，...
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