白酒板块具备安全边际，食品饮料ETF（515170）跌2.53%

每日经济新闻13:42

7月23日，三大股指午盘继续下探，白酒跌幅居前，截至13:37，食品饮料ETF(515170)跌2.53%，持仓股古井贡酒领跌，跌超6%，迎驾贡酒跌5.71%。国海证券认为，宏观经济的周期性波动不可避免，但是行业自身发展逻辑没有改变，龙头酒企应对下行周期的经验越来越丰富，而且强大的品牌影响力和健康的渠道库存能让优秀的公司穿越周期。此前市场对于消费板块的悲观情绪已至低点，资金拥抱确定性的红利资产。...

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