2月13日，节前最后一个交易日，贵州茅台股价拉升，重返1500元/股上方，食品饮料ETF（515170.SH）二级市场价格跟随上涨。
近期高端酒行业显著回暖，贵州茅台核心单品飞天茅台企稳反弹，印证行业触底回升的周期规律。
节后将披露假期消费数据，假期出行数据同比大幅增长，市场博弈2026年春节有望成为近年来消费最“旺”春节。展望2026年，国内宏观政策重心正转向内需主导，并作为全年经济工作首要任务，关注三月重要会议是否有进一步提振消费的政策出台。
茅台一手动辄上万元，可以关注门槛更低、风险更分散的行业主题ETF。如一手仅一百元左右的食品饮料ETF（515170.SH），相比酒类ETF，更聚焦一二线优质白酒龙头，如贵州茅台、五粮液、山西汾酒、泸州老窖、水井坊等，合计持仓六成。场外投资者也可以关注其联接基金（013126.OF）。
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