天猫双11“狂欢48小时”，食品饮料ETF天弘（159736）近20日累计“吸金”超1.7亿元，机构：2026年看多食品饮料板块

Group 1 - The core viewpoint highlights the active performance of the consumer sector, particularly in food and beverage, with significant trading activity and net inflows into related ETFs [1] - The Tianhong Food and Beverage ETF (159736) saw a trading volume exceeding 530 million yuan, with a net inflow of over 170 million yuan in the past 20 days [1] - The ETF tracks the CSI Food and Beverage Index, focusing on leading stocks in high-end and mid-range liquor, as well as other segments like beverages and dairy [1] Group 2 - There are rumors regarding Douyin e-commerce penalizing sellers for pricing Moutai below market value, which have been clarified as misunderstandings by Douyin representatives [2] - Douyin is actively addressing issues of false advertising and irregular pricing practices related to Moutai, indicating a focus on maintaining market integrity [2] - Dongxing Securities suggests that the food and beverage sector is transitioning from a "low win rate" to a "high win rate" phase, with potential for growth in 2026 depending on macroeconomic conditions [2][3]