【#段永平谈茅台涨价#，#段永平回应腾讯股价大跌#】2月3日，知名投资人段永平在投资交流平台雪球 上表示，"'据介绍，仅一个月，i茅台平台系统已成功拦截各类异常行为5.4亿次'，这个其实就是有人在 用软件抢单，这会让普通老百姓很难抢到。技术上也许是有办法的，比如同一个人（iP）一个月内不能 买两次。另外，要是一直抢的话（目前这个价位我估计会一年抢到头），茅台也许应该考虑每年温和涨 价，比如每年涨个5%-8%？茅台是有涨价能力的，以前这种能力被价差和假货给侵蚀掉了。"对此，有 网友表示："每年涨5%，那么开瓶率估计会很难看，各种人都会买来囤着等升值，它每年涨1%还相对 合理。"段永平进一步解释："1%太少了，至少要和通胀持平的。每年温和涨价比每几年涨一次要好很 多。茅台过去大概是每隔几年涨一次价，我觉得那样似乎会更费劲一些。涨多少合适是要去摸索的，也 许每年涨3%-5%可能更合适？无论如何，涨多少都应该跟通胀匹配，多了少了可能都不合适。"此外， 还有网友提问："大道老师，刚刚腾讯闪崩您怎么看，对最近的元宝撒红包怎么看，您目前还看好腾讯 吗？"段永平回复："山崩地裂地掉了3%？不要叫我老师，你压根儿就没打算学点啥 ...

Core Viewpoint - The recent performance of Moutai's stock and the operational data from the iMoutai platform indicate strong demand and a successful market strategy, with significant user engagement and sales figures reported. Group 1: Stock Performance - On February 3, Moutai's stock opened high, rising over 3% at one point, with a trading volume of 43,800 hands and a total market value of 1.82 trillion yuan [1][2]. Group 2: iMoutai Platform Performance - iMoutai reported that in the month since the launch of the flying Moutai at 1499 yuan, it gained 6.28 million new users, with over 15.31 million monthly active users [4]. - The platform recorded over 2.12 million transactions, with more than 1.43 million orders for the flying Moutai 500ml product [4]. - The sales volume of flying Moutai is estimated to be between 1.43 million and 9.42 million bottles for the month, based on purchasing limits [4]. Group 3: Supply and Demand Dynamics - There is a strong demand for flying Moutai, with reports indicating that the supply is tight ahead of the Spring Festival, leading to some distributors running out of stock [6]. - The price of flying Moutai has seen fluctuations, with the 26-year flying Moutai priced at 1625 yuan per bottle, reflecting a 35 yuan increase from the previous day [6]. Group 4: Strategic Developments - Moutai is accelerating its market-oriented transformation, with the establishment of Guizhou Moutai Digital Technology Co., which aims to enhance digital operations and improve market responsiveness [7]. - Recent personnel changes in Moutai's sales companies are expected to strengthen the company's market position and expand its consumer base [8].

Group 1 - The core point of the article is the leadership change at Moutai Sauce Aroma Liquor Marketing Co., Ltd., with Xie Qinqing nominated as the new chairman, succeeding Zhang Guichao, who is expected to be promoted [1] - Xie Qinqing, born in September 1982, has held various positions within the Moutai Group, including employee director and department head, indicating a strong background in company management [3] - The personnel adjustment comes at a critical development stage for Moutai's series of liquors, which are positioned as key growth drivers for the company [3] Group 2 - Moutai Sauce Aroma Liquor Company is responsible for operating several brands, including Moutai Prince Liquor, Hanjiang, and Moutai 1935, which are part of the company's dual-driven strategy [3] - Sales figures for Moutai Sauce Aroma series liquor reached 24.68 billion yuan and 17.88 billion yuan in the first three quarters of 2024 and 2025, respectively [3] - Moutai Group has identified its series of liquors as a crucial growth engine, with Moutai 1935 being positioned as a billion-level high-end product, aimed at enhancing the mid-to-high-end product line and expanding market coverage [3]

Core Viewpoint - The report from Founder Securities highlights the strong performance of iMoutai, with significant user growth and sales activity in January, indicating a positive trend for the brand and its products [1] User Growth and Sales Performance - iMoutai launched several products in January, resulting in an increase of 6.28 million new users within a month, bringing the total active users to over 15.31 million [1] - A total of 1.45 million users successfully made purchases, leading to over 2.12 million transaction orders, with 53% of the orders for the 500ml Flying Moutai [1] Pricing and Market Dynamics - The wholesale price of Flying Moutai increased from 1540 RMB per bottle to 1650 RMB from January 1 to January 31 [1] - The price of the classic version of the Year of the Horse zodiac wine surged in the secondary market from the original price of 1899 RMB to a range of 2300-2800 RMB, driven by its scarcity and collectible nature [1] Company Strategy and Industry Outlook - The company is deepening its reform and innovation efforts, focusing on a balanced approach to volume and price while considering the interests of distributors [1] - Adjustments in product offerings, operational models, channels, and pricing systems are expected to accelerate the differentiation and upgrading of the distributor group, with future core values centered on service capability, terminal control, and consumer connection [1] - The report maintains a "strongly recommended" rating for the company, reflecting confidence in its strategic direction and market position [1]

作者 |一财阿驴 2月3日，A股三大指数震荡上行，截至收盘，沪指涨1.29%，深成指涨2.19%，创业板指涨1.86%。科创 综指涨2.44%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | more | 4067.74c | 51.99 | 1.29% | | 399001 | 深证成指 | mi | 14127.11c | 302.75 | 2.19% | | 399006 | 创业板指 | will | 3324.89c | 60.78 | 1.86% | | 000680 | 科创综指 | mill | 1803.14c | 42.92 | 2.44% | 盘面上，光伏产业链爆发，太空光伏方向领涨；算力硬件概念股活跃，CPO方向涨幅靠前；商业航天、 深海科技、特高压、AI应用题材表现强势。 具体来看，光伏设备概念集体爆发，帝科股份、海优新材等多股涨停。 2026.02.03 本文字数：697，阅读时长大约1分钟 主力资金全天净流入通信、光伏设备、国防军工等板块，净流出有 ...

Core Insights - The main focus of the articles is on the significant inflow of capital into specific stocks, highlighting the top 20 stocks by principal capital inflow as of February 3rd, with notable performances in various sectors [1][2][3] Group 1: Stock Performance - Aerospace Development (航天发展) saw a capital inflow of 2.031 billion, with a price increase of 9.99% [2] - Huasheng Tiancheng (华胜天成) experienced a capital inflow of 1.698 billion, with a price increase of 10.01% [2] - Kweichow Moutai (贵州茅台) had a capital inflow of 1.212 billion, with a price increase of 3.36% [2] - Xinyi Communication (信维通信) reported a capital inflow of 1.087 billion, with a price increase of 13.12% [2] - Tongyu Communication (通宇通讯) had a capital inflow of 1.059 billion, with a price increase of 10% [2] Group 2: Sector Analysis - The telecommunications equipment sector, represented by companies like Aerospace Development, Xinyi Communication, and Tongyu Communication, showed strong capital inflows, indicating investor confidence in this sector [2][3] - The internet services sector, with Huasheng Tiancheng and Yanshan Technology (岩山科技), also attracted significant capital, reflecting growth potential in digital services [2][3] - The brewing industry, represented by Kweichow Moutai, continues to draw investment, albeit with a lower growth rate compared to technology sectors [2][3] Group 3: Additional Notable Stocks - Other notable stocks include Hailanxin (海兰信) with a capital inflow of 1.038 billion and a price increase of 15.82%, indicating strong performance in the shipbuilding sector [2][3] - Yongding Co. (永鼎股份) attracted 906 million with an 8.67% increase, also in the telecommunications equipment sector [2][3] - Sany Heavy Industry (三一重工) saw a capital inflow of 675 million with a 7.95% increase, reflecting stability in the engineering machinery sector [3]

格隆汇2月3日丨宋城演艺(300144.SZ)在互动平台表示，公司暂未与贵州茅台开展合作。 ...

贵州茅台成交额达100亿元，现涨3.01%。 ...

Core Viewpoint - The data indicates significant capital inflows into various stocks, highlighting potential investment opportunities in specific sectors such as communication equipment, internet services, and consumer electronics [1][2][3]. Group 1: Stock Performance and Capital Inflows - Aerospace Development saw a capital inflow of 1.893 billion, with a price increase of 9.99% [2] - Huasheng Tiancheng experienced a capital inflow of 1.676 billion, with a price increase of 10.01% [2] - Kweichow Moutai had a capital inflow of 1.137 billion, with a price increase of 3.08% [2] - Hailanxin recorded a capital inflow of 1.063 billion, with a price increase of 14.64% [2] - Tongyu Communication had a capital inflow of 1.029 billion, with a price increase of 10% [2] - Yongding Co. saw a capital inflow of 810 million, with a price increase of 7.51% [2] - Yanshan Technology had a capital inflow of 809 million, with a price increase of 4.07% [2] - Xinyi Communication recorded a capital inflow of 734 million, with a price increase of 9.47% [2] - Zhejiang Wenhu Interconnect had a capital inflow of 719 million, with a price increase of 9.99% [2] - Hongbaoli saw a capital inflow of 679 million, with a price increase of 10.04% [2] - Julisi saw a capital inflow of 672 million, with a price increase of 10.03% [3] - Sanhua Intelligent Control had a capital inflow of 620 million, with a price increase of 2.56% [3] - China Shipbuilding recorded a capital inflow of 594 million, with a price increase of 4.38% [3] - Shenjian Co. saw a capital inflow of 568 million, with a price increase of 10.04% [3] - Tianfu Communication had a capital inflow of 566 million, with a price increase of 13.91% [3] - Sany Heavy Industry recorded a capital inflow of 492 million, with a price increase of 6.74% [3] - Goldwind Technology saw a capital inflow of 474 million, with a price increase of 5.11% [3] - Wangsu Science & Technology had a capital inflow of 459 million, with a price increase of 10.13% [3] - Xian Dao Intelligent recorded a capital inflow of 445 million, with a price increase of 7.41% [3] - Zhongheng Electric saw a capital inflow of 429 million, with a price increase of 10.01% [3]

Group 1 - Wuliangye will launch a "Shareholder Discount Wine Purchase Activity" from February 2 to February 28, 2026, exclusively for shareholders registered by December 17, 2025 [1] - Jinsha Huashao has officially announced singer Jinsha as its brand ambassador and is promoting the new Jinsha Huashao Wine from the 1950s [2] - Guizhou Moutai Digital Technology Co., Ltd. was inaugurated, with a focus on enhancing platform operations and supporting the company's high-quality development [2] Group 2 - Li Qiangqing has been appointed as the General Manager of Guizhou Moutai Sales Co., Ltd., bringing extensive experience from various leadership roles within the Moutai Group [3] - Shanxi Fenjiu participated in the 2026 Shanxi Old Brand Carnival, showcasing its products and engaging consumers through interactive experiences [4] - Meituan Flash Purchase is collaborating with Shede Liquor for a comprehensive marketing campaign during the 2026 Spring Festival, emphasizing online and offline integration [5] Group 3 - The National Standardization Administration has released a new national standard for beer quality (GB/T4927-2025), set to be implemented on January 1, 2027, introducing significant changes in product classification [6][7] - Wan Guodong has resigned as General Manager of Qinghai Huzhu Tianyoude Qinkui Wine Co., Ltd., effective immediately, due to personal reasons [8]