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股包括“茅五泸汾洋”、伊利股份、海天味业等。场外投资者亦可通过食品ETF联接基金(A类012548/C类012549)对吃喝板块核心资产进行布局。  图片、数据来源:沪深交易所等,截至2025.7.29。  风险提示:食品ETF被动跟踪中证细分食品饮料产业主题指数,该指数基日为2004.12.31,发布于2012.4.11。指数成份股构成根据该指数编制规则适时调整,其回测历史业绩不预示指数未来表现

财对债基等公募基金产品的配置需求可能面临潜在收缩压力的同时,理财的一些新增配置需求也在孕育。特别是在低利率环境下,加强权益投资是理财增厚收益的重要抓手,当前理财投研能力建设仍存短板,配置公募基金或加强委外合作是拓展大类资产配置、增强权益类资产投资的必然选择。  对申赎便利性要求较高的固收类投资者,公募债基替代类产品吸引力边际提升。以银行理财为例,截至25Q2末,固定收益类产品较年初增长2.3%至2

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