即时零售爆炸式增长！港股消费ETF（159735）今日低开高走翻红，实时成交额突破800万元排名同指数第一

Group 1 - The Hong Kong stock market opened significantly lower on June 23, but sectors such as automotive, milk tea, media, and gold jewelry saw gains, indicating resilience in consumer stocks [1] - The Hong Kong Consumer ETF (159735) recorded a real-time transaction amount exceeding 8 million, ranking first among its index, with an average transaction amount over the past five trading days exceeding 50 million, reflecting high market enthusiasm [1] - Chinese e-commerce giants are increasingly investing in a new model centered around "30-minute delivery," with the instant retail sector projected to reach 780 billion yuan in 2024 and exceed 2 trillion yuan by 2030 [1] Group 2 - The new consumption sector is benefiting from changes in retail channels and cost cycles, creating more investment opportunities, particularly through the rapid development of membership-based supermarkets [2] - The food and beverage industry is currently undergoing a valuation adjustment, with certain segments like beer and tea showing strong resilience and growth potential [2] - Policy corrections are boosting confidence in the consumption sector, highlighting the relative advantages of the new consumption sector amid pressures on traditional consumption [2]