“反内卷”政策利好新兴产业白酒迎“估值-业绩”双底

每日经济新闻2025-07-09

权威精选7月9日，A股震荡攀升，沪指时隔8个月重返3500点，多只银行股再创新高，创新药概念股反复活跃，托育服务概念股普涨，消费板块表现不俗。财通证券最新观点指出，行情再攀新高阶段，新一轮核心资产主线行情或开启，持续推荐龙头化、国产化、全球化三大主线。当前“反内卷”催化下，龙头化有望跟进接力行情。关注制造（轨交、工程机械）等、消费（乳品、家居、饲料等）、周期（能去产能的农化链、电新链、化工链，详见...

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“反内卷”政策利好新兴产业 白酒迎“估值-业绩”双底

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“反内卷”政策利好新兴产业白酒迎“估值-业绩”双底