immersiveroulette|北向资金节后再次流入超百亿,贵州茅台、五粮液涨超3%,食品饮料ETF(515170)持续溢价

2024-05-06

May 6thImmersiverouletteNorthward capital inflows accelerated, data show that net purchases have exceeded 10 billion yuan, the three major stock indexes opened high. As of 10Immersiveroulette: 24, food and beverage ETF (515170) rose 3.Immersiveroulette.63%, the intraday premium continued, the turnover has exceeded 70 million yuan, and the heavyweight shares Guizhou Moutai (600519) and Wuliangye (000858) both rose more than 3%. Data show that food and beverage ETF (515170) is favored by funds, nearly a month of funds against the trend to increase the position of 96 million yuan, ranking in the forefront of comparable funds.

Huachuang Securities believes that liquor is expected to stabilize, the value of return, the current head of liquor inventory in a healthy level, "volume and price" fundamentals are relatively sound, short-term price for the better, buyback / holdings / dividends and other catalysis. At present, the valuation of the plate is still not high, so it is recommended to pay attention to the certainty of the quarterly report.ImmersiverouletteIt's the subject matter. Volkswagen plate peak season demand differentiation, it is recommended to select structural flexibility, seize the opportunity of overfall.

If investors want to the left layout oversold rebound plate, might as well continue to pay attention to food and beverage ETF (515170) and its linked funds (Class A: 013125 C: 013126) one button packaged food and beverage industry quality leading stocks, positions, including Guizhou Moutai (600519), Wuliangye, Yili shares (600887), Tsing Tao Beer (600600) and other 50 sub-index stocks, one hand less than 70 yuan, can take advantage of the potential low threshold to share food and beverage leading dividends.

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immersiveroulette|北向资金节后再次流入超百亿,贵州茅台、五粮液涨超3%,食品饮料ETF(515170)持续溢价