白酒股失宠？北向资金二季度减仓五粮液超3000万股，洋河股份已被连抛5个季度

每经网2025-07-10

白酒行业难见拐点，境外资金继续加速出逃。作为境外资金主力的北向资金，其持仓变化一直备受市场关注。日前，沪深交易所披露了北向资金上半年最新持仓数据，境外资金对白酒行业的态度也浮出水面。今年二季度，白酒“TOP6”仅山西汾酒获得北向资金加仓，贵州茅台、五粮液、泸州老窖均遭到北向资金大举卖出。值得关注的是，原董事长刚刚离任的洋河股份，更是连续5个季度被北向资金减仓，累计减仓股份已达到2500万股。北向...

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