智通财经APP获悉，易方达白酒ETF(03189)涨超6%，截至发稿，涨6.06%，报1.12港元，成交额73.85万港元。
消息面上，7月15日，A股白酒概念股集体上涨。截至发稿，古井贡酒、金种子酒强势涨停，山西汾酒涨近7%，泸州老窖涨超6%。业内普遍认为，白酒行业有望在下半年迎来实质性复苏。高盛判断，中国白酒行业最艰难的去库存阶段已经过去，当前供应端削减提速、核心中高端品种批发价格逐步企稳、渠道库存趋于健康水平，行业正处于复苏的极早期阶段。
公开资料显示，易方达白酒ETF跟踪中证白酒指数，覆盖贵州茅台、山西汾酒、泸州老窖、五粮液、洋河股份等一线白酒龙头，是当前香港市场唯一白酒主题ETF，为投资者提供了一键布局中国白酒核心资产的稀缺工具。在消费复苏预期升温、龙头高分红托底、估值处于历史低位的三重共振下，该ETF为看好中国消费核心资产的投资者提供了便捷配置通道。
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