internetroulette|白酒股全线爆发，贵州茅台一度涨超3.5%！食品ETF（515710）高开高走，盘中摸高3.74%，资金大举加仓！

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The eating and drinking plate broke out again! Today, the food and drink plate opened high, reflecting the overall trend of the plate, the price increase of food ETF (515710) was as high as 3%.Internetroulette.74%, then fell slightly, up 3.14% as of press time.

In terms of constituent stocks, spirits are partying collectively! Alcoholic spirits rose strongly by the limit, the wine industry soared by more than 8%, Shuijingfang rose by more than 6%, Luzhou laojiao rose by more than 5%, and liquor leaders such as Guizhou Moutai, Wuliangye, Shanxi Fenjiu and Yanghe shares also soared collectively.

It is worth noting that recently, the liquor leader represented by Guizhou Moutai has frequently received funds to increase its holdings. Guizhou Moutai's financial report and fund quarterly report show that the number of shares held by some passive index funds in Guizhou Moutai increased significantly in the first quarter. In addition, northward funds significantly increased their holdings in Guizhou Moutai in the first quarter.

Foreign giants have also greatly increased their positions in Guizhou Moutai. According to the latest information disclosure materials, as of the end of 2023, the flagship fund of the US capital giant capital group, Euro Pacific growth Fund, held 4.522872 million shares in Guizhou Moutai. By the end of the first quarter of 2024, the number of shares in Guizhou Moutai held by the Euro-Pacific growth Fund had increased to 4.90978 million shares, an increase of 386908 shares over the end of 2023. Up to now, Euro Pacific growth Fund is the actively managed public fund product with the largest number of shares in Guizhou Moutai in the world.

Data show that by the end of the first quarter of 2024, Kweichow Moutai was the second largest heavyweight stock in Food ETF (515710), accounting for 14.55 per cent.

Looking to the future, Huaxin Securities said that as far as spirits are concerned, the May Day feedback of spirits is good, such as the continuous improvement of macroeconomic data, the gradual establishment of the trend of foreign capital inflows, or if the continuous recovery of the consumption scene of business banquets can be observed. will further promote the steady recovery of market confidence.

As far as Volkswagen is concerned, in the short term, the continued inflow of foreign capital may catalyze the game market driven by high-frequency channel data fluctuations, and it is recommended to pay attention to the subdivision track with broad space for industry growth in the medium term.

One-click allocation of food and drink plate core assets, focusing on food ETF (515710). According to the statistics of China Securities Index Company, Food ETF (515710) tracks the theme index of the subdivision of food and beverage industry in CSI. More than 60% of the positions are high-end and sub-high-end liquor leading stocks, while nearly 40% of positions take into account beverage and dairy products, seasoning, beer and other segment leading stocks. The top 10 heavyweights include "Maowulu Fenyang", Yili shares, Haitian flavor industry, Tsing Tao Beer and so on.

The pictures and data in this article come from Shanghai and Shenzhen Stock Exchange, Warburg Fund, Wind, Snowball, etc., as of May 6, 2024. Risk hintInternetrouletteFood ETF (515710) passively tracks the subject index of CSI subdivision of food and beverage industry. The index is released on April 11, 2012.The base day of the index is 2004.12.31, and the composition of index stocks is timely adjusted according to the compilation rules of the index. In this paper, the index stocks are only displayed, and the individual stocks are not described as any form of investment advice, nor do they represent the position information and trading trends of any fund under the manager. The risk level of the fund assessed by the fund manager is R3-medium risk, which is suitable for investors with appropriateness rating C3 (balanced type) or above. Any information that appears in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, any form of expression, etc.) is for reference only and the investor is responsible for any discretionary investment behavior. In addition, any point of view, analysis and forecast in this article does not constitute any form of investment advice to the reader, nor is it liable for direct or indirect losses arising from the use of the contents of this article. Fund investment is risky, the past performance of the fund does not represent its future performance, and the performance of other funds managed by fund managers does not constitute a guarantee of fund performance, so fund investment should be cautious.