白酒神话终结？大摩唱空A股却反向大涨
摩根大通下调茅台、五粮液、泸州老窖评级，目标价大幅砍杀。然而A股市场却现“反向明灯”效应，白酒板块收出大阳线。外资屡屡误判，内资反向博弈，白酒估值处历史低位，当下是恐惧还是贪婪的十字路口？
The skinny
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摩根大通下调茅台、五粮液、泸州老窖评级，目标价大幅砍杀。然而A股市场却现“反向明灯”效应，白酒板块收出大阳线。外资屡屡误判，内资反向博弈，白酒估值处历史低位，当下是恐惧还是贪婪的十字路口？
The skinny isn't ready yet — notes appear once the transcript is processed.