易方达基金萧楠旗下产品一季报发布！萧楠：配置白酒股性价比很高

智通财经2025-04-22

智通财经APP获悉，日前，萧楠管理的易方达消费行业股票型基金发布一季报，在2025年春节后，增加了白酒股的配置。萧楠认为，当前配置白酒股相当于买了一个带有内需看涨期权的高息债券，性价比已经很高。他还在汽车及零部件板块中做了微调，主要增加了对外需的配置。截至报告期末，易方达消费行业股票基金份额净值为3.615元，本报告期份额净值增长率为0.61%，同期业绩比较基准收益率为1.44%。从具体持仓来看，...

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