当前白酒行业处于周期底部筑底阶段,板块估值充分消化、筹码持续出清,市场资金态度已逐步转向结构性左侧布局。 《每日经济新闻·将进酒》记者梳理2026年半年报数据时发现,QFII(合格境外机构投资者)、保险等核心资金阵营调仓动作明显。 曾重仓白酒板块的QFII开始回流白酒板块,对白酒板块进行试探性布局,以小仓位试水为主。险资作为市场典型的长线稳健资金,在白酒底部区间也开启集中加仓模式。 QFII...
Source Link当前白酒行业处于周期底部筑底阶段,板块估值充分消化、筹码持续出清,市场资金态度已逐步转向结构性左侧布局。 《每日经济新闻·将进酒》记者梳理2026年半年报数据时发现,QFII(合格境外机构投资者)、保险等核心资金阵营调仓动作明显。 曾重仓白酒板块的QFII开始回流白酒板块,对白酒板块进行试探性布局,以小仓位试水为主。险资作为市场典型的长线稳健资金,在白酒底部区间也开启集中加仓模式。 QFII...
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