食品饮料行业点评报告：修复趋势确立，坚定板块布局_老虎社区_美港股上老虎

食品饮料行业点评报告：修复趋势确立，坚定板块布局

开源证券02-06

（以下内容从开源证券《食品饮料行业点评报告：修复趋势确立，坚定板块布局》研报附件原文摘录）多重因素共振催化，白酒板块迎来较强上涨近期白酒板块迎来强势上涨，核心驱动源于宏观政策、估值筹码、基本面等多重因素的共振叠加，而非单一变量催化。具体来看，宏观层面，近期地产政策持续优化、内需等托底政策密集出台，有效提振了市场对消费场景复苏的预期；估值与筹码端，经过前期深度调整，白酒板块估值已回落至历史低位，同时...

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