机构切换“吃喝板块”，食品饮料ETF（515170）一周“吸金”12亿元

Group 1 - The external demand market risks have increased, leading to a potential recovery in sectors with domestic demand resilience, as evidenced by a net inflow of 1.211 billion yuan into the Food and Beverage ETF (515170) over the past week [1] - The national advocacy for "anti-involution" is beneficial for the food and beverage industry to establish price floors, which will promote high-quality development in the long term and enhance market expectations for future economic trends and consumer recovery [1] - Guosen Securities highlights the prominence of domestic demand resilience, focusing on sectors with high growth expectations in the third quarterly reports, particularly in snacks, beverages, and frozen foods [1] Group 2 - CITIC Construction indicates that the dual support of policy and valuation presents opportunities at the bottom for the liquor sector, with the potential for gradual recovery in the previously low-performing liquor and catering industry chains [1] - The current valuation of the liquor sector is at historical lows, coupled with positive signals of recovery in Moutai sales, making the bottom opportunities in the food and beverage sector worthy of attention [1] - 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, and fermented products, providing a convenient investment tool for small capital [2]