5月9日大盘回调时吃喝板块韧性足，食品ETF平盘报收。新诺威等成份股涨势好，贵州茅台小幅收红。自2月5日起食品ETF标的指数涨幅6.87%，跑赢大盘。5月5日消息“国家队”持仓酒业龙头股市值约2190亿。食品ETF标的指数市盈率21.51倍，处近10年8.63%分位点低位。开源、国信证券看好食饮板块。食品ETF约6成仓位布局白酒龙头股，可通过场内ETF或场外联接基金布局，该ETF风险等级为R3 - 中风险。

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