近期白酒延续调整。截至10月24日收盘,食品饮料ETF(515170)跌1.50%。从资金面上看,食品饮料ETF(515170)已经连续3天获资金流入,累计流入3651万元。消息面上,10月29日,秋季糖酒会将在深圳开幕,国海证券预计反馈与去年较为类似。下周板块也即将进入三季报密集期,其实三季报代表的只是过去的业绩情况,国海证券认为市场应该更加关注各项经济刺激政策落地后,白酒行业终端销售的变化。...
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