华创证券:白酒板块中拿定一线龙头,适当配置低估二线
. 华创证券:白酒板块中拿定一线龙头,适当配置低估二线
智通财经APP获悉,华创证券表示,白酒板块中拿定一线龙头,适当配置低估二线。仍坚持今年板块全年区间震荡的判断,前期估值回落后再迎布局良机,建议拿定一线茅、五、泸、汾,年底估值切换空间确定;同时,从行业演进看,二线低估品种也将受益行业景气加速,增长弹性充足,建议适当布局相对低估的二线白酒。而现在处于博弈三四线白酒的时期,弹性和风险兼具,核心观察下半年至来年后续巩固销量真实消费,维持谨慎博弈的建议。
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