五粮液再获外资大额买入！多重因素助力吃喝板块回暖，食品ETF(515710)本轮反弹超13%！

乐居财经03-15

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！近期，外资频繁加仓吃喝板块。昨日（3月14日），白酒龙头再获外资大额净买入，Wind数据显示，五粮液获外资净买入5.84亿元，净买入额高居A股第一。值得注意的是，近一个月，外资净买入额排名前五的个股中，白酒龙头占据两席：贵州茅台获净买入额58.27亿元，位居A股首位；五粮液获净买入额27.14亿元，位居A股第四。图片来源：...

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Multiple factors helped the eating and drinking sector to pick up, and the food ETF (515710) rebounded by over 13% this round!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"83189":1,"159862":1,"515710":1,"03189":1,"000858":1},"content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 近期，外资频繁加仓吃喝板块。昨日（3月14日），白酒龙头再获外资大额净买入，Wind数据显示，五粮液获外资净买入5.84亿元，净买入额高居A股第一。值得注意的是，近一个月，外资净买入额排名前五的个股中，白酒龙头占据两席：贵州茅台获净买入额58.27亿元，位居A股首位；五粮液获净买入额27.14亿元，位居A股第四。图片来源：Wind与外资大额流入白酒龙头等吃喝板块权重股相伴的是板块在二级市场上的亮眼表现。板块在经历了2月份的大涨之后，于3月初震荡盘整，然而本周，板块再度出现连续两个交易日的大涨。截至昨日收盘，2月初以来，反映板块整体走势的食品ETF（515710）场内价格累计涨幅已超过13%。今日开盘后，吃喝板块冲高回落，食品ETF（515710）盘中场内价格最高涨幅达1.36%。截至发文，食品ETF（515710）场内价格涨0.45%，逆市飘红，五粮液盘中涨超2%。图片来源：雪球为何外资持续加仓吃喝板块？为何2月以来板块出现频繁上涨？或主要受以下几方面因素的影响。1、春节期间食饮板块消费超预期尽管春节前，资本市场对食饮板块的春节消费预期略显悲观，然而节后数据显示，头部白酒品牌开门红基本顺利达成，部分白酒、大众品春节消费超出市场预期，资本市场对于食饮板块的悲观预期有所修复。2、近期公布的部分经济数据亮眼2024年年初以来，部分经济、金融数据亮眼。社融以及近日公布的2月份CPI数据超出市场预期，反映国内经济企稳回升态势愈发明朗，国内需求有望进一步得到提振，进而利好食饮板块的复苏。3、板块估值仍处低位Wind数据显示，截至昨日收盘，细分食品指数市盈率为25.96倍，位于近10年22.16%分位点的低位，中长期配置性价比凸显。图片来源：Wind展望后市，中邮证券表示，国内经济复苏进程稳定，总体复苏表现优于预期。2024年，龙头公司经历2023年上半年调整后，渠道、库存、产品布局、消费场景等均有改善，后续如需求端持续改善，行业龙头预计代替中小公司重新成为板块复苏主要驱动力。一键配置吃喝板块核心资产，相关产品食品ETF（515710）。根据中证指数公司统计，食品ETF（515710）跟踪中证细分食品饮料产业主题指数，超6成仓位布局高端、次高端白酒龙头股，近4成仓位兼顾饮料乳品、调味、啤酒等细分板块龙头股，前十权重股包括“茅五泸汾洋”、伊利股份、海天味业、青岛啤酒等。文中图片及数据来源于沪深交易所、华宝基金、Wind、雪球等，截至2024年3月15日。风险提示：食品ETF（515710）被动跟踪中证细分食品饮料产业主题指数，该指数基日为2004.12.31，发布于2012.4.11，指数成份股构成根据该指数编制规则适时调整。文中指数成份股仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估的本基金风险等级为R3-中风险，适合适当性评级C3以上投资者。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，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险，基金的过往业绩并不代表其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金投资需谨慎。\n\n股市回暖，抄底炒股先开户！智能定投、条件单、个股雷达……送给你>>\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":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","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/2419498918"}