科技退潮，“喝酒”行情再现？白酒股集体大涨

格隆汇07-30

A股市场白酒股全线上涨，其中，舍得酒业10CM涨停，口子窖张超6%，迎驾贡酒、酒鬼酒、洋河股份、山西汾酒涨超5%，古井贡酒、金种子酒等跟涨。消息面上，近期美股及全球科技巨头因AI业务资本支出过高、短期难以变现，遭遇了剧烈的下跌。A股市场半导体、芯片、算力等前期高位科技股也出现大面积获利回吐。白酒股作为A股传统的“超级蓄水池”和低估值防御品种，天然具有抗风险属性，吸引了从科技板块撤出的避险资金流入。...

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