As of 11:03 on December 8, 2023, the food and beverage ETF (515170) turned red intraday, up 032%, intraday frequent premiums, reflecting the enthusiasm of trading, the inflow of funds in the past 5 days was 26.57 million yuan, and the highest inflow in a single day was 11.6 million yuan.
According to the data, the food and beverage ETF (515170)'s closely tracked subdivided food index will usher in the second rebalancing and stock swap in 2023. The rebalancing is planned to be "2 in and 2 out", which will officially take effect on December 11. The index intends to include new constituent stocks: Yangyuan Beverage and Guyue Longshan. The index intends to exclude constituent stocks: Tianxin Pharmaceutical, Yongshuntai.
Huachuang**Dong Guangyang's team believes that even if the month-on-month economic rebound this year is relatively weak, in this wave of liquor, the marginal force of the month-on-month ratio is also very huge. At present, all policies have been introduced, and various policies and the price increase of Moutai in the liquor industry have been released, so they are relatively optimistic about the future for a period of time, and according to historical experience, the market will be relatively optimistic before the Spring Festival. At present, it is a relatively optimistic window period, and the industries that have overfallen in the early stage have obvious opportunities, and some industries also have more investment opportunities in the long-term dimension.
Food and beverage ETF (515170) closely tracks the CSI subdivided food index, one-click packaging of high-quality leading stocks in the food and beverage industry such as alcohol, dairy products, condiments, etc., with an index valuation of 26 times, which is about 0% of the past three years, that is, most of the leading stocks have reached an extremely low level and have "high cost performance".
The content and data are for reference only and do not constitute investment advice. AI technology strategy is provided for Youlian Cloud.