段永平力挺！“股王”贵州茅台大涨8.6%，带飞白酒板块

中金财经01-29

1月29日午后，白酒板块继续走高，板块指数最终收涨5.16%。个股方面，金种子酒(600199.SH)、皇台酒业(000995.SZ)、迎驾贡酒(603198.SH)等十余只个股涨停，成为当日A股市场最受关注的板块之一。消息面上，近期飞天茅台价格连续上涨，整箱批价已突破1600元。多家券商认为，白酒板块底部特征夯实，春节动销有望超预期。知名投资人段永平表示，10年后来看，今天的茅台真的不贵。...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2607088370?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/ http://caiji.3g.cnfol.com/colect/202601/29/20260129861474.jpg?op=imageView2&mode=2&width=256&height=256&quality=70&format=png","is_english":false,"pubTime":"2026-01-29 18:10","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2607088370","market":"us","top_or_hot":-1,"title":"段永平力挺！“股王”贵州茅台大涨8.6%，带飞白酒板块","media":"中金财经","content":"<div>\n<p>1月29日午后，白酒板块继续走高，板块指数最终收涨5.16%。个股方面，金种子酒(600199.SH)、皇台酒业(000995.SZ)、迎驾贡酒(603198.SH)等十余只个股涨停，成为当日A股市场最受关注的板块之一。消息面上，近期飞天茅台价格连续上涨，整箱批价已突破1600元。多家券商认为，白酒板块底部特征夯实，春节动销有望超预期。知名投资人段永平表示，10年后来看，今天的茅台真的不贵。...</p>\n\n<a href=\"http://sc.stock.cnfol.com/ggzixun/20260129/31983514.shtml\">网页链接</a>\n\n</div>\n","source":"zhongjincaijing_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>段永平力挺！“股王”贵州茅台大涨8.6%，带飞白酒板块</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n段永平力挺！“股王”贵州茅台大涨8.6%，带飞白酒板块\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-29 18:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://sc.stock.cnfol.com/ggzixun/20260129/31983514.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月29日午后，白酒板块继续走高，板块指数最终收涨5.16%。个股方面，金种子酒(600199.SH)、皇台酒业(000995.SZ)、迎驾贡酒(603198.SH)等十余只个股涨停，成为当日A股市场最受关注的板块之一。消息面上，近期飞天茅台价格连续上涨，整箱批价已突破1600元。多家券商认为，白酒板块底部特征夯实，春节动销有望超预期。知名投资人段永平表示，10年后来看，今天的茅台真的不贵。...</p>\n\n<a href=\"http://sc.stock.cnfol.com/ggzixun/20260129/31983514.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0516423091.SGD","symbol_name":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","start_time":0,"source_url":"http://sc.stock.cnfol.com/ggzixun/20260129/31983514.shtml","article_id":"2607088370","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/ http://caiji.3g.cnfol.com/colect/202601/29/20260129861474.jpg?op=imageView2&mode=2&width=256&height=256&quality=70&format=png"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2607088370","pubTimestamp":1769681401,"columns":[],"sourceInfo":{"source_id":"zhongjincaijing_highlight","name":"中金在线"},"weMediaInfo":null,"summary":"消息面上，近期飞天茅台价格连续上涨，整箱批价已突破1600元。多家券商认为，白酒板块底部特征夯实，春节动销有望超预期。话音刚落，茅台股价应声而涨，其他白酒股迅速跟进。华创证券表示，白酒春节动销有望超出市场预期。白酒股集体爆发在飞天茅台涨价等消息的影响下，2026年1月29日，白酒板块迎来久违的放量大涨，板块指数大涨5.16%。个股方面，白酒龙头贵州茅台收涨8.61%，全天成交额超263.06亿元。","collect":0,"end_time":0,"defaultTopTitle":"cnfol.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"83189":"易方达白酒-R","600519":"贵州茅台","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","LU1255011170.USD":"JPM CHINA A-SHARE OPPORTUNITIES \"A\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK0196":"行业龙头","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0918141887.USD":"安联亚洲实际收益股票基金","LU1226288253.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) INC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU1934453819.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"A\" (USD) ACC","LU1497733631.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","LU1997244956.HKD":"ALLIANZ CHINA A-SHARES \"AT\" (HKD) ACC A","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU1226287792.SGD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P\" (SGDHDG) INC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","BK0188":"融资融券","LU2213484517.USD":"FRANKLIN TEMPLETON CHINA A-SHARES \"A\" (USD) ACC","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0187":"一线龙头","BK0015":"沪股通50","HK0000181112.HKD":"DA CHENG CHINA BALANCED \"A\" (HKD) INC","LU0823426308.USD":"法巴中国股票基金","03189":"易方达白酒","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","LU1522347837.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC A","HK0000181138.USD":"DA CHENG CHINA BALANCED \"A\" (USD) INC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU0228659784.USD":"施罗德金砖四国基金","LU1226288170.HKD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P6%\"(HK D) INC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU0051755006.USD":"摩根大通中国A (dist)","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC"},"translate_title":"Duan Yongping supports it! \"Stock King\" Kweichow Moutai soared 8.6%, leading the liquor sector","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"83189":1.5,"600519":1.5,"03189":1.5},"content_text":"1月29日午后，白酒板块继续走高，板块指数最终收涨5.16%。个股方面，金种子酒(600199.SH)、皇台酒业(000995.SZ)、迎驾贡酒(603198.SH)等十余只个股涨停，成为当日A股市场最受关注的板块之一。消息面上，近期飞天茅台价格连续上涨，整箱批价已突破1600元。多家券商认为，白酒板块底部特征夯实，春节动销有望超预期。知名投资人段永平表示，10年后来看，今天的茅台真的不贵。话音刚落，茅台股价应声而涨，其他白酒股迅速跟进。     节前白酒价格回暖随着春节消费旺季日益临近，白酒市场迎来明显回暖，头部企业的产品价格率先反弹，其中飞天茅台的价格表现尤为突出。综合多个平台的数据，节前飞天茅台的价格持续上涨，目前整箱批价已突破1600元。第三方平台“今日酒价”1月29日最新报价显示，2026年飞天茅台原箱(53度/500ml)报1610元/瓶，较上一日上涨20元；2026年飞天茅台散瓶报1570元/瓶，与上一日持平；2025年飞天茅台原箱报1620元/瓶，较上一日上涨20元；2025年飞天茅台散瓶报1580元/瓶，与上一日持平。1月28日，飞天茅台、生肖马茅台(简称“马茅”)等产品的价格也出现上涨。终端市场同样热度不减，“i茅台”平台上定价1499元的53度500ml飞天茅台持续售罄，不少消费者反馈称申购成功的难度在加大。此外，精品茅台、丙午马年生肖酒经典版等其他茅台酒近日也相继售罄。 今年以来，贵州茅台开始在i茅台直销飞天茅台酒，备受市场瞩目，段永平非常看好该举措。他认为，i茅台至少解决了两个问题：一是假酒问题，这个释放的购买力是难以想象的；二是价格高企问题，其释放的购买力也是巨大的。对于春节期间白酒市场的表现，多家券商持乐观态度。华创证券表示，白酒春节动销有望超出市场预期。一是春节旺季效应较强，上一轮周期底部2014年至2016年每年动销都超预期，近三年春节期间也是如此。二是茅台市场化定价后，性价比有望大幅促进旺季开瓶。三是政策影响有望减弱，春节大众价位走亲访友，家庭聚饮等刚性场景预计延续稳健。中信建投则指出，白酒板块当前正处于“磨底蓄力”阶段，随着春节临近，终端备货需求逐步启动，近期头部酒企批价企稳、库存回落的边际变化已开始显现，预计春节后随着消费场景修复与需求集中释放，白酒将迎来估值修复行情。白酒股集体爆发在飞天茅台涨价等消息的影响下，2026年1月29日，白酒板块迎来久违的放量大涨，板块指数大涨5.16%。据悉，该板块上一次出现如此强劲的上涨行情，还要追溯到2024年11月17日，当天板块涨幅达到6.72%。个股方面，白酒龙头贵州茅台收涨8.61%，全天成交额超263.06亿元。与此同时，其股价再度与寒武纪(688256.SH)拉开距离，贵州茅台继续坐稳“股王”宝座。此外，金种子酒、迎驾贡酒、水井坊、山西汾酒等多只白酒股悉数涨停，压抑已久的白酒板块全线爆发。    机构分析称，短期内，白酒行业仍面临较大压力，下行趋势可能延续至2026年上半年。随着政策影响的持续减弱、社会库存的合理出清，2026年下半年行业可能迎来拐点。从中期来看，由于宏观经济增速放缓，白酒行业此次见底回升后，增势可能明显弱于上一轮周期。长期来看，由于人口总量和劳动力人口占比下降，白酒行业的市场规模将逐步缩小。在缩量竞争中，经营者两极分化、优胜劣汰的局面将加剧，行业集中度的提高有望使头部企业保持较强的发展韧性。值得关注的是，1月29日，除了食品饮料等板块大涨外，耐用消费品、日常消费零售等内需板块都出现了不同程度的上涨。分析人士指出，资金可能在进一步押注内需的复苏。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2607088370","isCrawlerRequest":true}