资金切换至“滞涨”赛道，旅游ETF（562510）连续21日获资金申购

Group 1 - The core viewpoint highlights the ongoing popularity of the ChiNext and STAR Market driven by the AI and chip sectors, with the Shanghai Composite Index continuously reaching new highs [1] - The relatively undervalued consumer sector is regaining attention, with various funds actively entering the market and purchasing related ETFs [1] - The Tourism ETF (562510) has seen continuous inflows for 21 days, with a net inflow rate exceeding 30% [1] - The Food and Beverage ETF (515170) has experienced inflows for 6 consecutive days, accumulating over 400 million [1] Group 2 - Data from major holidays in 2025 indicates a breakthrough in per capita consumption during Qingming, Dragon Boat, and Labor Day [1] - The upcoming Mid-Autumn and National Day holidays are expected to maintain a vibrant consumption trend [1] - In the context of rising market sentiment and the approaching interest rate cuts by the Federal Reserve, the stagnant food and beverage, as well as tourism sectors, present certain investment attractiveness [1]