(以下内容从开源证券《食品饮料行业点评报告:修复趋势确立,坚定板块布局》研报附件原文摘录)多重因素共振催化,白酒板块迎来较强上涨近期白酒板块迎来强势上涨,核心驱动源于宏观政策、估值筹码、基本面等多重因素的共振叠加,而非单一变量催化。具体来看,宏观层面,近期地产政策持续优化、内需等托底政策密集出台,有效提振了市场对消费场景复苏的预期;估值与筹码端,经过前期深度调整,白酒板块估值已回落至历史低位,同时...
Source Link(以下内容从开源证券《食品饮料行业点评报告:修复趋势确立,坚定板块布局》研报附件原文摘录)多重因素共振催化,白酒板块迎来较强上涨近期白酒板块迎来强势上涨,核心驱动源于宏观政策、估值筹码、基本面等多重因素的共振叠加,而非单一变量催化。具体来看,宏观层面,近期地产政策持续优化、内需等托底政策密集出台,有效提振了市场对消费场景复苏的预期;估值与筹码端,经过前期深度调整,白酒板块估值已回落至历史低位,同时...
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