智通财经APP获悉，摩根士丹利发布研报称，维持珍酒李渡(06979)“增持”评级，目标价8.1港元，预计珍酒李渡股价未来15天内有约70%至80%机会上涨。
报告提及中共中央办公厅、国务院办公厅周日(16日)发布有关支持消费的指导意见，列出根据预期及目前政策框架增加需求的重点领域。大摩认为，相关意见应该会在短期内支撑消费股的情绪，尤其是推动包括白酒在内的高贝塔类别股份。珍酒李渡作为H股中唯一的白酒股，上述意见预期将对该股的短期股价产生正面催化剂。基本面而言，需求低迷及行业去库存的压力仍然存在。该行认为，珍酒李渡在维持渠道库存及利润率方面的纪律，应有助于公司应对此类不利因素，并支持长期增长。
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