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白酒地产爆发!房地产拐点带动消费这条逻辑硬不硬?

  • 2026-02-09 06:54:08
白酒地产爆发!房地产拐点带动消费这条逻辑硬不硬?
今天房地产爆发，带动了白酒，其实我在上周五有嗅到，提前在星球分享了逻辑：
当然，昨晚三条红线消息出来后，再次讲了地产：
但是，我们发现今天白酒居然比地产更强！原因是白酒跌幅更大，25年初以来的新低，所以白酒的超跌逻辑比地产充分；但是这个逻辑，目前能大涨一波呢？我是表示疑问；并且房地产如果说三季度的拐点预期，那白酒其实还是要看整体的消费复苏，目前看，可以说低位反弹，但是大的逻辑还是一般。
另外，我们最近反复强调体育，今天又爆发了，拿稳！
最后，说下大盘结构，明天和下周一年报预披露结束，最近持续的跌多涨少，这两天也大概率结束了，接下来好好准备2月行情把。
关于2月，我认为机会很大，操作上科技为主和潜伏为主，我们星球上也已经在布局，静待花开了！

市场整体：强势

板块强度:涨价

市场主线板块：有色 

主力资金：

主力资金今天主要流入：白酒

最近5日主力资金流入：光伏设备/工业金属/贵金属

本文来自网友投稿或网络内容，如有侵犯您的权益请联系我们删除，联系邮箱：wyl860211@qq.com 。

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  1. CONNECT:[ UseTime:0.001194s ] mysql:host=127.0.0.1;port=3306;dbname=a_mffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.001632s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000736s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000685s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.001456s ]
  6. SELECT * FROM `set` [ RunTime:0.000584s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.001596s ]
  8. SELECT * FROM `article` WHERE `id` = 466653 LIMIT 1 [ RunTime:0.001014s ]
  9. UPDATE `article` SET `lasttime` = 1770691363 WHERE `id` = 466653 [ RunTime:0.012882s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000621s ]
  11. SELECT * FROM `article` WHERE `id` < 466653 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.001077s ]
  12. SELECT * FROM `article` WHERE `id` > 466653 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001103s ]
  13. SELECT * FROM `article` WHERE `id` < 466653 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.005489s ]
  14. SELECT * FROM `article` WHERE `id` < 466653 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.002198s ]
  15. SELECT * FROM `article` WHERE `id` < 466653 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.005228s ]
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