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A股異動 | 白酒股快速拉昇 券商指白酒進入較好投資區間
格隆匯 03-09 09:57
格隆匯3月9日丨白酒股快速拉昇,金種子酒漲7.7%、廣譽遠漲6%、瀘州老窖漲超3%,昨天漲2.7%的茅台再漲2.6%。消息面上,茅台發佈歷史首份月度經營數據報吿顯示,1至2月淨利同比增長20%。中信建投認為,目前從估值水平看,整體已經進入到具備性價比的區間,部分白酒估值已經回落到甚至低於2019年水平。 站在當下,我們認為更應越過短期微距,立足長週期看白酒投資,從行業整體提質優化格局,個股分化成長階段來把握,部分優質龍頭企業已經進入底部區域,具備長週期較好的收益率基礎。

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