华泰证券：白酒板块短期布局复苏主线餐饮等消费需求有望回归常态

智通财经网2023-06-06

智通财经APP获悉，华泰证券发布研究报告称，白酒板块，短期内随着行业复苏，景气度有望回升。目前应积极把握板块估值低位机会，关注高端低估值/次高端低基数/区域龙头强经营韧性。大众品板块，整体需求迎来修复，啤酒在场景复苏与成本改善下景气有望延续；餐饮供应链、速冻食品板块需求有望持续向好；调味品需求修复、成本改善、基本面向上；休闲零食受益K型复苏，板块延续成长势能。华泰证券主要观点如下：策略会总结：复苏...

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华泰证券：白酒板块短期布局复苏主线 餐饮等消费需求有望回归常态

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华泰证券：白酒板块短期布局复苏主线餐饮等消费需求有望回归常态