2月5日，三大股指午后持续走低，其中食品饮料板块逆势拉升。截至下午13:50，食品饮料ETF(515170)涨1.42%。相关成分股中贵州茅台涨2.27%、海天味业涨5.18%、东鹏饮料涨2.65%，五粮液、伊利股份、洋河 股份等小幅跟涨。今日三大股指集体走低，贵州茅台盘中逆势拉升涨超2%，重回市场“C位”。截至发稿，贵州茅台成交额超118亿元，总市值一度站上2万亿元。业内认为，消费旺季、宏观暖风、资金高低切换等多项因素催化这轮白酒股集体上涨。首先，茅台批价的全线回暖是直接催化剂。近期，飞天茅台批发价逐步脱离前期低点，在春节前消费旺季推动下，酒价呈现上涨趋势。展望后市，中金公司表示，飞天茅台价格筑底信号渐明，龙头稳健跨越周期的预期有望强化。公司春节前放量既是对真实需求的响应，也为全年量价节奏调控奠定基础，有助于旺季过后维护价格体系的稳定性。目前飞天茅台批价围绕1500元附近震荡，该价位已逐步成为厂商、渠道与消费者之间的共识区间。随着销量放量与价格韧性并现，茅台价格底部逐渐清晰，市场对价格企稳的预期有望迎来修复。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.