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段永平加仓茅台!“茅五泸汾洋”集体飙涨,吃喝板块打响估值修复战!布局机会来了?
Xin Lang Ji Jin· 2025-10-14 03:15
吃喝板块今日(10月14日)猛攻!反映吃喝板块整体走势的食品ETF(515710)开盘短暂震荡后迅速拉 升,场内价格涨幅一度达到1.8%,截至发稿,涨1.47%。 成份股方面,白酒集体猛攻。截至发稿,酒鬼酒飙涨超5%,舍得酒业涨超大涨超4%,泸州老窖、古井 贡酒、金徽酒涨超3%,贵州茅台、山西汾酒、迎驾贡酒等多股涨超2%,五粮液、洋河股份等亦涨幅居 前。 | | | 分制 多日 1分 5分 15分 30分 60分 日 周 月 更多 | | | | | | | | | | | 515710 | F9 盘粮盘后 盘加 九和 图纸 工具 @ (2) > | | | | | | | | 食品ETF O | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.63 | | | 515710(食品ETF) 10:55 () 0.621 图数 0.009(1.47%) $99 0.616 服 ...
估值洼地待填平?吃喝板块继续寻底,白酒、大众品集体下探!机构:板块底部机会值得珍视
Xin Lang Ji Jin· 2025-07-29 12:10
Group 1 - The food and beverage sector continues to experience a pullback, with the Food ETF (515710) showing a slight decline of 0.33% by the end of the trading day [1] - Major consumer goods have seen significant declines, with leading liquor brands also performing poorly; for instance, Yanjinpuzi dropped by 6.22% and Chengde Lulu fell by 3.26% [3] - Historical data suggests that stock prices often bottom out before the fundamentals do, indicating that the pessimistic expectations for the liquor industry may have been over-reflected in current stock prices, making valuations attractive for long-term investors [3][4] Group 2 - The liquor sector is expected to benefit from government policies aimed at reducing competition, which may help stabilize prices and promote high-quality development, enhancing market expectations for future economic growth [4] - Current valuations in the liquor sector are low, and there are opportunities for recovery as sales and financial reports gradually improve [4][5] - Analysts recommend focusing on leading companies with stable demand and strong risk management, as well as those actively exploring new products and channels [5][6] Group 3 - The Food ETF (515710) tracks the sub-index of the food and beverage industry, with approximately 60% of its holdings in leading high-end and mid-range liquor stocks, and nearly 40% in beverage, dairy, seasoning, and beer sectors [6]