连续四日获资金净流入，食品饮料ETF天弘（159736）涨超1.7%，机构：白酒为代表的部分传统消费有望迎来价值重估

Group 1 - The A-share market indices are rising, with the liquor sector experiencing fluctuations and upward movement [1] - The Tianhong Food and Beverage ETF (159736) has increased by 1.76%, with a trading volume exceeding 17 million yuan, and several stocks in the sector, such as Shede Liquor and Kweichow Moutai, showing significant gains [1] - The Tianhong Food and Beverage ETF has seen a net inflow of over 77 million yuan over four consecutive days, indicating strong investor interest [1] Group 2 - Huatai Securities notes that the liquor sector's valuation and sentiment are currently low, but the overall fundamentals are stabilizing, with the upcoming Mid-Autumn Festival expected to boost demand [2] - The government is focusing on stimulating domestic demand, which is expected to support the liquor sector [2] - Guotai Junan Securities highlights that traditional consumption is undergoing a revaluation, with the market's pessimistic outlook on traditional consumption beginning to reverse, potentially benefiting the liquor sector [2]