161725 白酒基金
已收盘 12-08 15:00:00
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白酒估值大幅消化超7成,资金加速流入白酒基金LOF(161725),多机构看好板块修复前景
金融界 · 08-29
白酒估值大幅消化超7成,资金加速流入白酒基金LOF(161725),多机构看好板块修复前景
越卖越亏?酒鬼酒等业绩暴跌!白酒基金经理如何调仓?
南方都市报 · 07-28
越卖越亏?酒鬼酒等业绩暴跌!白酒基金经理如何调仓?
茅台、五粮液仍是白酒基金“心头好”,山西汾酒的增仓幅度也亮了
每日经济新闻 · 04-24
茅台、五粮液仍是白酒基金“心头好”,山西汾酒的增仓幅度也亮了
中国最火白酒基金巨亏,却狂赚基民管理费
财经锐眼 · 01-08
中国最火白酒基金巨亏,却狂赚基民管理费
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18:27","pubTimestamp":1753698430,"startTime":"0","endTime":"0","summary":"顺鑫农业表示,白酒行业深度调整,公司白酒板块承压,白酒产品销售量同比减少,影响了整体营收和利润水平。酒鬼酒表示,2025年上半年,白酒行业继续延续深度调整态势,受多重因素影响,白酒企业经营进一步承压,马太效应下中小酒企压力更大,经销商回款意愿谨慎。但也有酒企销量处于持续上升态势,但业绩却大跌。白酒深度调整期,上市公司业绩表现分化,白酒基金经理们也在“大刀阔斧”地调仓。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250728183019a6c5cfbb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:26","pubTimestamp":1745504760,"startTime":"0","endTime":"0","summary":"公募基金一季度调仓路径,近日逐步浮出水面。《每日经济新闻·将进酒》记者梳理发现,贵州茅台、五粮液仍然堪称基金在白酒股中的“最爱”,与此同时,易方达、汇添富等机构也逆势加仓了山西汾酒、泸州老窖等名酒。28只基金第一重仓山西汾酒从一季度持仓看,贵州茅台、五粮液仍是酒类明星基金核心重仓股,如招商中证白酒指数、鹏华中证酒ETF等头部产品,对两者持仓市值合计约400亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202504242230129743b9c2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:57","pubTimestamp":1736330220,"startTime":"0","endTime":"0","summary":"自2020年以来,中证招商白酒基金始终持有小比例的邮储银行、渝农商行、金龙鱼、晶科能源等非白酒资产。截至2024年三季度末,中证招商白酒指数基金规模为418.52亿,由于白酒股的低迷,该基金在2024年前三季度亏损超60亿,2022年、2023年分别亏损75.52亿、70.46亿。近一年,招商中证白酒指数基金亏损14%,跟踪误差2.2%。近三年,招商沪深300地产等权、招商国证生物均跌超50%,成立以来只有招商中证白酒收益率亮眼,其他大部分巨亏。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/wm/2025-01-08/doc-ineehfmx3946613.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["161725"],"gpt_icon":0}],"profile":{"ret":0,"serverTime":1765232574929,"stockEarnings":[{"period":"1week","weight":-0.0426},{"period":"1month","weight":-0.0351},{"period":"3month","weight":-0.106},{"period":"6month","weight":0.0041},{"period":"1year","weight":-0.1311},{"period":"ytd","weight":-0.0885}],"compareEarnings":[{"period":"1week","weight":0.0026},{"period":"1month","weight":-0.0184},{"period":"3month","weight":0.0307},{"period":"6month","weight":0.1534},{"period":"1year","weight":0.1528},{"period":"ytd","weight":0.1708}],"compareStock":{"symbol":"000001.SH","name":"上证指数"}},"APP":{"userAgent":"Mozilla/5.0 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