消费股临界点已到？大摩上调五粮液和泸州老窖目标价

券商中国05-07

大摩又看上新标的！就在刚才，五粮液和泸州老窖传来重磅消息：摩根士丹利将泸州老窖目标价从194元上调至206元，将五粮液目标价从180元上调至182元。按这个目标价计算，五粮液还有20%的空间。而摩根士丹利最近似有一种魔力，宁德时代似乎就是凭着该行一己之力激活。从逻辑上看，消费股其实也到了一个临界点。消费逻辑的起点在于地产，最近地产板块持续回暖，紧随其后的是金融。随着地产预期的回暖，消费也是一个必然...

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