资金态度
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茅台最近动作多,背后的资金逻辑你看懂了吗?
Sou Hu Cai Jing· 2026-01-06 02:16
最近茅台的事儿大家应该都有耳闻吧?先是悄悄成立了家数字科技公司——贵州爱茅台数字科技有限公司,注册资本6个亿,业务涉及互联网直播、区块链 技术、集成电路芯片销售这些新领域;紧接着i茅台上的飞天茅台投放规则跟"坐过山车"似的:1月1日刚宣布每天能买12瓶53度500ml的飞天,结果每五分钟 上架一次,不到30秒就被抢空;1月3日又紧急改成每天限购6瓶,可1月4日还是显示"补货中"。连经销商都跟着凑热闹,成都有家经销商推出1499元飞天的 预订活动,最多能订5件。这波"放量"确实够猛,元旦三天就有超10万用户抢到了茅台产品。 但我猜大家更关心的是:这些新闻会不会影响茅台的股价?或者说,我们该怎么判断这些消息对投资的真正影响?其实我想跟大家说句实在话——新闻只是 市场波动的"导火索",真正决定股价走势的,是资金的"态度"——也就是机构大资金愿不愿意真金白银地积极参与交易。 | 工商信息 ● | | | | | 品 数据纠错 | 2天眼 | | --- | --- | --- | --- | --- | --- | --- | | 工商信息 历史 商信息0 | | | | | | 司 음出 | | 企业名称 | 贵州 ...
宏观数据顶压增长,长期行情有支撑!
Hu Xiu· 2025-05-19 12:12
Group 1 - The macroeconomic data presents a mixed picture, with various sectors showing signs of weakness, indicating that the market needs time to digest the pressure [3][4][5] - Industrial enterprises' added value increased by 6.1%, but this represents a significant decline compared to the previous month, reflecting concerns at the company level [3] - Retail sales of consumer goods grew by 5.1% in April, but this is a noticeable drop from 5.9% in March, indicating a weakening demand [3][4] Group 2 - The consumption sector faces challenges, particularly due to price wars and a lack of pricing power, which is expected to persist in the short term [4] - The liquor industry, especially white liquor, is under pressure due to new government regulations aimed at reducing waste, which could lead to a long-term decline in consumption [4] - Real estate investment fell by 10.3% in April, marking a significant drag on the economy, with first-tier cities experiencing a shift from rising to falling second-hand housing prices [5]