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今年以来,白酒板块逆市走强,“喝酒行情”俨然成为市场主线。不过,在当前弱势震荡背景下,酒香固然迷人,但稍稍“贪杯”是否可行呢?在市场震荡、投资者信心不足的背景下,食品饮料等防御避险板块正受到越来越多投资者的青睐,成为A股市场的宠儿。在此背景下,已沉寂3年、复苏趋势明显的白酒板块异军突起,多次站在涨幅榜前列。如果从今年3月算起,截至目前白酒板块的涨幅已超过30%,远远跑赢大盘。
This year, the liquor sector bucked the market trend stronger, “drinking market ” has become the market main line. However, in the current context of weak shocks, the fragrance is charming, but a little “greedy” is feasible? In the market turmoil, lack of investor confidence in the context of food and drink and other defensive hedging is being more and more The favor of investors, a darling of the A-share market. In this context, has been quiet for three years, the significant recovery trend of white spirits sudden emergence, standing on the list several times. If from the beginning of March this year, up to now the increase in liquor sector has more than 30%, far outperforming the broader market.