广发中证全指可选消费ETF（159936）成立日期2014年6月3日，最新规模3.92亿。今年以来收益 9.67%，同类排名3654/4216；近一年收益10.08%，同类排名2965/3917；成立以来收益117.73%。 广发中证全指可选消费ETF（159936）基金经理为姚曦。 从基金十大重仓股角度 数据显示，广发基金旗下1只基金重仓中国中免。广发中证全指可选消费ETF（159936）三季度增持 1.51万股，持有股数12.85万股，占基金净值比例为2.35%，位居第十大重仓股。根据测算，今日浮盈赚 取约51.25万元。 截至发稿，姚曦累计任职时间3年360天，现任基金资产总规模83.59亿元，任职期间最佳基金回报 95.8%， 任职期间最差基金回报-46.97%。 11月10日，中国中免涨5.05%，截至发稿，报82.98元/股，成交32.70亿元，换手率2.05%，总市值 1716.74亿元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，中国旅游集 ...

Core Viewpoint - The traditional saying "Five Poor, Six Absolute, Seven Turnaround" does not apply to the A-share market, as historical data shows different trends in market performance during these months [3][4]. Group 1: Market Performance Analysis - Historical data over the past 20 years indicates that the average market performance in May and July is positive, with average gains of 1.52% and 2.26% respectively, while June shows a slight decline of 1.41% [3][4]. - The percentage of years with declines in May and June is 55%, while July shows a decline in 40% of the years [4]. - The average and median returns for the months of April to July are as follows: April (2.24%, -1.07%), May (1.52%, -0.05%), June (-1.41%, 1.50%), and July (2.26%, 0.41%) [4]. Group 2: Factors Influencing Market Trends - In May, the end of annual and quarterly report disclosures may enhance risk appetite, leading to increased investment in high-performing sectors [4]. - June typically sees a tightening of liquidity as the market prepares for mid-year reports, which can lead to a decrease in risk appetite [5]. - July benefits from significant meetings and concentrated mid-year report disclosures, which can signal quantitative easing and positively influence market performance [6]. Group 3: Sector Performance Insights - The top-performing sectors in May based on absolute return and win rate include Food and Beverage (2.5% return, 66.7% win rate), Pharmaceutical and Biological (2.1% return, 60% win rate), Electronics (3.1% return, 53.3% win rate), and Computer (2.4% return, 53.3% win rate) [7][10]. - The Food and Beverage sector is expected to benefit from easing cost pressures and recovering consumption scenarios, with a notable increase in retail and dining sales during holidays [8]. - The Pharmaceutical sector is favored for defensive positioning due to policy support and improved earnings, with a reported 18% year-on-year profit growth in Q1 [9].