Investing in the liquor sector needs to pay attention to risks, because the liquor sector has increased greatly in recent years. If we continue to be optimistic about the liquor sector, we must buy the industry leader, and only the industry leader will have a better space for maintaining and appreciating. Personally, I think the liquor sector has been overvalued and has not been bought.

The epidemic situation has been well controlled, and China's economy has recovered rapidly. The stock market is a barometer of the economy, and the stock market has also hit a new high, which makes investors very happy. In particular, many stocks in the liquor sector have risen by 2 or 3 times, and Kweichow Moutai has successfully reached the 2000 yuan mark, which makes people who hold the liquor sector very happy, but I want to say that any stock has its own valuation, and the liquor sector has risen very badly. Pay attention to the risks.

First, the valuation of liquor sector is already very high. Pay attention to the risks.

From the beginning of the year to now, many liquor stocks have increased by 2 or 3 times, but we can see that the fundamentals of liquor stocks have not changed significantly. Any industry has a valuation, and too high a valuation is a risk. At this time, there is obviously a bubble in the liquor sector, so rational investors must not intervene at this time, otherwise they may pay a high price.

Second, don't buy second-and third-line liquor stocks.

Everyone knows that buying liquor is his function of preserving value, and so is the stock market. Only leading stocks will have more room to rise. Look at Kweichow Moutai, the leading liquor maker, and you will know its value-preserving function. Therefore, in the face of such a high valuation of the overall liquor sector, if you continue to be optimistic about the leading enterprises that must buy liquor, don't buy second-and third-line liquor. If the second and third line liquor is called back, the risk is even greater.

Did you buy a wine tray?

I didn't buy the liquor plate because I missed the best buying opportunity. I'm waiting for a call back. If there is no callback, I will not participate, because sooner or later, someone will pay the bill at a high level, and it is impossible for me to pay the bill without making money. I won't buy the liquor sector in this position, and I will only consider intervening when the sector is adjusted back by about 20%.