近期市场对白酒板块关注度有所提升,但对股价上涨的持续性和空间仍有较大的分歧,部分投资人认为白酒行业本轮只是反弹行情。本轮白酒板块的上涨原因?(1)股价接近“924”低点,本轮白酒板块上涨有一定的必然性。(2)从基本面的维度来看,节前茅台批价超市场预期。2026 年初至今飞天茅台批价已涨至1700 元左右,1 个月涨幅超15%。(3)市场对消费板块的信心回暖,若重回“通胀定价”估值将上行。贵州茅台...
Source Link近期市场对白酒板块关注度有所提升,但对股价上涨的持续性和空间仍有较大的分歧,部分投资人认为白酒行业本轮只是反弹行情。本轮白酒板块的上涨原因?(1)股价接近“924”低点,本轮白酒板块上涨有一定的必然性。(2)从基本面的维度来看,节前茅台批价超市场预期。2026 年初至今飞天茅台批价已涨至1700 元左右,1 个月涨幅超15%。(3)市场对消费板块的信心回暖,若重回“通胀定价”估值将上行。贵州茅台...
Source LinkDisclaimer: 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.