广发证券：白酒有望迎来“估值+业绩”双底大众品看好个股超赢机会

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智通财经APP获悉，广发证券发布研报称，全基口径下25Q4食品饮料板块重仓持股占比6.1%，环比25Q2下滑0.3pct，较Wind全A的超配比例为+2.4pct。白酒板块历经四年调整期，有望迎来“估值+业绩”双底。大众品2022年开始行业进入调整期，2026年以来部分子赛道已率先企稳，展望2026年，行业吨价有望温和上涨，看好新品、新渠道带来的个股超赢机会。广发证券主要观点如下：食品饮料板块持仓...

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广发证券：白酒有望迎来“估值+业绩”双底 大众品看好个股超赢机会

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广发证券：白酒有望迎来“估值+业绩”双底大众品看好个股超赢机会