@op26710:
白酒(jiu)(jiu)(jiu)板(ban)(ban)塊大跌點評(ping)
事件:4月(yue)8日白酒(jiu)(jiu)(jiu)板(ban)(ban)塊出現較(jiao)大幅(fu)度(du)調(diao)(diao)整,老窖(jiao)、五糧液、古井等酒(jiu)(jiu)(jiu)企(qi)回(hui)調(diao)(diao)幅(fu)度(du)超4%。
我們認為白酒(jiu)(jiu)(jiu)板(ban)(ban)塊調(diao)(diao)整主因兩方面(mian)(mian)因素:
1、資(zi)(zi)金(jin)(jin)面(mian)(mian):板(ban)(ban)塊輪動特征明顯(xian),資(zi)(zi)金(jin)(jin)呈現凈(jing)流(liu)出態勢。一(yi)方面(mian)(mian),由(you)于地緣政治變動及美聯(lian)儲(chu)降(jiang)息(xi)預(yu)期調(diao)(diao)整,資(zi)(zi)金(jin)(jin)避險(xian)趨勢增強,資(zi)(zi)源股上(shang)漲引(yin)發(fa)白酒(jiu)(jiu)(jiu)板(ban)(ban)塊凈(jing)流(liu)出;另一(yi)方面(mian)(mian),2月(yue)
2
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