$易方达白酒(031_老虎社区_美港股上老虎

2023-05-23

$易方达白酒(03189)$ 买一单，支持国酒走向世界！

30倍以下随便买，60倍以上赶紧卖！

以下引用国金食饮观点：在情绪悲观时市场会放大短期担忧，例如宏观数据承压对应复苏预期较弱、批价表现未见向上突破、甚至在去库存旋律下对Q2业绩兑现持谨慎态度。当前板块身处淡季的确缺乏催化，但需求确实在稳步恢复，批价表现除需求影响外，也与酒企投放节奏、费用政策等相关。在去库存背景下，大部分酒企库存环比Q1末均有所降低，预计至Q2末会更健康，对下半年的量价走势可更乐观，情绪筑底回升具备确定性！

💥目前板块估值位于历史低位，PE-TTM仅29X，位于近5年15-20th分位，胜率较为明确，五泸等核心标的当年PE已贴近22年10月水平，配置胜率明确，情绪极端演绎后或迎转机

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

轻松一生
2023-05-23
轻松一生
所以现在这个时点还是很适合买入的吧
生生世世爱
2023-05-23
生生世世爱
看着在低点准备布局一点
龙年炒龙
2023-05-23
龙年炒龙
白酒是适合长期布局的好东西

发表看法

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