久违大涨！白酒、地产板块开启“反攻”，机构看好顺周期行情

Group 1 - The A-share market saw a significant rally in the liquor and real estate sectors, with the liquor index rising over 9% and several stocks hitting the daily limit, including Guizhou Moutai which increased by over 8% [1] - The liquor index had previously dropped to 2532.899 points, marking a decline of over 24% since early 2025, while the real estate sector had risen over 26% during the same period [1] - Both liquor and real estate are considered cyclical sectors, with their last simultaneous surge occurring during the "924" market rally, where the real estate index rose over 28% and the liquor sector over 36% within five trading days [1] Group 2 - Wanlian Securities indicates that the liquor industry is currently in a bottoming phase, with low valuations and high dividends providing support for stock prices, and anticipates an upward turning point as channel inventories clear [2] - Guojin Securities notes positive changes in the real estate market since the beginning of 2026, with increased transaction volumes and stabilization in second-hand housing prices, marking a departure from previous trends [2] - The current improvement in the real estate market is characterized by a lack of optimization policies and a decrease in the number of second-hand listings in key cities, contrasting with past market recoveries [2]