【酿酒行业略显低迷,高端白酒仍是“主心骨”】本周A股市场出现分化,AI产业链以及人形机器人概念依旧是资金追逐的主要方向,红利资产以及防御性板块普遍表现欠佳,A+H酒企只有1/3个股实现上涨,其中高端白酒股表现稳定,仍是支撑白酒行情的“主心骨”,啤酒股则喜忧参半。随着全国两会临近,政策预期仍将为短期市场情绪提供支撑。经过上周的反弹,本周白酒股集体“哑火”,仅山西汾酒、今世缘、古井贡酒、贵州茅台、洋河股份以及金种子酒实现上涨,且涨幅均未超2%,浓香代表五粮液本周则微跌0.08%。总体而言,高端白酒股估值仍相对优势明显。

金融界
23 Feb
本周A股市场出现分化,AI产业链以及人形机器人概念依旧是资金追逐的主要方向,红利资产以及防御性板块普遍表现欠佳,A+H酒企只有1/3个股实现上涨,其中高端白酒股表现稳定,仍是支撑白酒行情的“主心骨”,啤酒股则喜忧参半。随着全国两会临近,政策预期仍将为短期市场情绪提供支撑。经过上周的反弹,本周白酒股集体“哑火”,仅山西汾酒今世缘古井贡酒贵州茅台洋河股份以及金种子酒实现上涨,且涨幅均未超2%,浓香代表五粮液本周则微跌0.08%。总体而言,高端白酒股估值仍相对优势明显。

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