智通财经APP获悉，珍酒李渡(06979)现涨超6%，截至发稿，涨6.78%，报8.19港元，成交额3066.7万港元。
消息面上，据财联社报道，市场近日传言“茅台停止销售”、“不许经销商往某些渠道出货”等，记者了解到相关传闻不实。有知情人士向财联社记者透露，“茅台近期确实调整了投放策略”。受此影响，部分电商平台上的飞天茅台售价已从不足2000元/瓶上涨至2120元/瓶。
中信建投研报表示，由于年初以来行业景气度偏弱，加之业绩增速的回落，白酒估值持续回落，即使9月反弹整体估值水平仍然较低。随着经济刺激政策的逐步加码，10月PMI已重回扩张区间，经济预期有望提振，商务及宴席需求在经过前期的调整后有望修复，当前烟酒终端已经处于库存低位，需求修复将能快速传导至酒企，龙头白酒价值有待重估。
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