国泰君安证券：白酒会实现三波走，建议增持

金融界2023-01-16

投资建议：我们认为白酒会实现三波走，建议增持：第一波低估值标的：迎驾贡酒(行情603198)、五粮液(行情000858)、洋河股份(行情002304)、今世缘(行情603369)等；第二波基本面回款动销较快标的：五粮液、贵州茅台(行情600519)、迎驾贡酒、古井贡酒(行情000596)、泸州老窖(行情000568)、山西汾酒(行情600809)等；第三波次高端：舍得酒业(行情600702)、...

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