CPI转正,规模最大的消费ETF(159928)放量大涨2.43%,盘中大举吸金 9200万份,近60日资金净流入超75亿
Sou Hu Cai Jing·2025-11-10 06:43

Group 1 - The core viewpoint of the news highlights a broad increase in the consumer sector, particularly in the duty-free, food and beverage, liquor, and pork-related industries, with a notable rise in the consumption ETF (159928) by 2.43% and significant trading volume exceeding 1 billion [1] - The consumer ETF (159928) has seen a net inflow of over 1 billion in the past five days and over 5.5 billion in the last ten days, indicating strong investor interest and confidence in the consumer sector [3] - The Consumer Price Index (CPI) for October 2025 showed a month-on-month increase of 0.2% and a year-on-year increase of 0.2%, with the core CPI rising by 1.2%, suggesting a recovery in consumer demand [4] Group 2 - The CSI Major Consumer Index, which includes 40 leading stocks in food and beverage, dairy, livestock, and condiments, is noted for its resilience across economic cycles, with potential for increased consumer spending as the macroeconomic environment stabilizes [5] - The latest price-to-earnings ratio for the CSI Major Consumer Index is below 20 times, placing it at the 4.9% historical percentile over the past decade, indicating attractive valuation levels [6] - The consumption ETF (159928) is recognized as the largest and most liquid consumer ETF in the market, making it a preferred choice for investors looking to gain exposure to the consumer sector [9]