内需结构升级，家电、白酒等低位行业向上突破

Group 1 - The market showed a mixed performance on August 5, with the Shanghai Composite Index fluctuating around 3600 points and the ChiNext Index showing weakness. AI hardware opened strongly but saw profit-taking, while funds shifted from high to low sectors within TMT, with PEEK materials and consumer electronics gaining traction. Low-position industries like home appliances and liquor continued to rotate, resulting in more gainers than losers among individual stocks. The Food and Beverage ETF (515170) rose over 1% at the close, with constituent stocks like Dongpeng Beverage (605499) and Yanjinpuzi (002847) increasing by over 3% [1][1][1] - In the medium to long term, the policy framework continues to strengthen the "domestic circulation" strategy through targeted measures such as consumption subsidies and tax incentives to promote the upgrade of domestic demand structure. Current policies focus on the connection between the "external demand easing period" and the "internal demand cultivation period," allowing for rapid policy activation to counter external impacts if future U.S. tariff policies fluctuate. This indicates that China is accelerating the construction of a more resilient economic development system [1][1][1] Group 2 - The Food and Beverage ETF (515170) tracks the CSI segmented food and beverage industry theme index, focusing on high-barrier and resilient sectors such as liquor, beverages, dairy products, and seasoning fermentation products. The top ten constituent stocks include "Moutai, Wuliangye, Luzhou Laojiao, and Yanghe," providing investors with a convenient tool for one-click allocation of core assets in the "food and beverage sector." Compared to the minimum investment thresholds of tens of thousands or hundreds of thousands for its constituent stocks, the Food and Beverage ETF serves as an accessible investment option for smaller capital [2][2][2]