重仓白酒！“消费一哥”萧楠：压制消费最大因素已经解除 2023年或将迎来一轮复苏

智通财经网2023-01-20

1月20日，“消费一哥”、易方达百亿级基金经理萧楠旗下产品四季报出炉。截至2022年12月31日，萧楠现任基金资产总规模达487.21亿元，任职期间最佳基金回报达419.42%。萧楠认为，疫情防控政策调整后，压制消费的最大因素已经解除。2023年国内经济会继续复苏，同时美元走强的趋势开始减弱。四季度，萧楠在其管理的易方达高质量严选三年持有基金中大幅加仓了港股的互联网行业，并调整了 A 股周期性行业...

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年消费行业迎来一轮复苏，也希望在更长远的未来，消费行业能够迎来新的繁荣。以易方达消费行业股票基金为例，四季度主要增加了一些确定性较强的区域龙头白酒的配置比例，以及一些必选消费品公司的配置，整体配置仍然是以高端、次高端白酒为主。前十大重仓股分别为：古井贡酒(000596.SZ)、五粮液(000858.SZ)、贵州茅台(600519.SH)、泸州老窖(000568.SZ)、山西汾酒(600809.SH)、海尔智家(600690.SH)、青岛啤酒(600600.SH)、福耀玻璃(600660.SH)、欧派家居(603833.SH)、美的集团(000333.SZ)。四季度，该基金前十大重仓股出现小幅调整，具体来看，青岛啤酒(600600.SH)新进前十大重仓股。与此同时，萧楠选择增持古井贡酒(000596.SZ)、五粮液(000858.SZ)以及海尔智家(600690.SH)，并减持山西汾酒(600809.SH)、福耀玻璃(600660.SH)、欧派家居(603833.SH)、美的集团(000333.SZ)。洋河股份(002304.SZ)退出前十大重仓股。\n\n炒股开户享福利，入金抽188元红包，100%中奖！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"claudebot","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2304603823"}