茅台，40PE顶天的中长周期股

可选消费品，具有社交、奢侈、投资和商务的属性，带上瘾系统。

消费群体，35-55岁，有钱有权有闲，历史原因继续不断消费。 8090后喝白酒的越来越少，社交娱乐方式多样化了（游戏、自驾游、休闲运动）。奢侈，喝白酒本来是半痛半爽的事，可以喝高级奶茶类和茶叶类，玩黑科技慈善秀，完成装逼和爽的功能，没有任何疼痛。投资属性，这个属性还会一直有，哪天投资背后的消费群体50-70的变少了，那么投资属性变弱。越来越多网络操作，流程变得越来越透明和高效，不需要太多喝酒这类高成本低效率跑商务的沟通场景了。

喝酒文化非国内特有的，白酒文化和高端红酒文化也有点类似。未来白酒还会减速增长，但消费占比只会越来越少。只能通过提价的方式来增加营收和利润。接近40倍PE历史高位就可以离场了！

$贵州茅台(600519)$ $洋河股份(002304)$ $五粮液(000858)$ $泸州老窖(000568)$

抽烟、喝酒、打π，你占了几条？

家乡互动挂牌高开62.96%,炒股三件事升级为抽烟喝酒打麻将，你占了几条？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

爱我丿你pua了吗丿
2019-07-08
爱我丿你pua了吗丿
高端酒不只是用来喝的 So 不必担心消费群体断层当你饭局需要一些体面时开瓶茅台（买不到开瓶五粮液）吧喝不喝的不要紧 [抠鼻]
- 午夜上校:
  社交商务方式会变化
- 爱我丿你pua了吗丿:
  机构抱团短期应该不会回调很深 20%都很不一定给 [叹气] 酒还是算了
待注销
2019-07-11
待注销
我盯了茅台3年，从来没超过33pe $贵州茅台(600519)$
- 午夜上校:
  十几年最高40PE
洛川
2019-07-08
洛川
天算啥。顶破🤭🤭
- 午夜上校:
  好吧
大洋彼岸
2019-07-08
大洋彼岸
年轻人早晚也许不年轻的😂
- 午夜上校:
  不年轻不喝酒坑自己
Tony特别帅
2019-07-08
Tony特别帅
队长：很好，学习了
- 午夜上校:
  [捂脸]你认错人啦。这样会好么
wenfeixiang
2019-07-08
wenfeixiang
茅台应该会跌下去吧
- 午夜上校:
  不知道，超过PE35就不参合了

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