A: Hello, the purchase restriction of liquor fund is a clear warning to the subsequent risks, and it is for the protection of basic people's investment. The restriction on the purchase of liquor funds confirms that the liquor sector currently has allocation value-it is optimistic in the medium and long term and has a high probability of short-term increase.

1. What are the liquor funds?

Liquor Fund includes 1. China Merchants CSI Liquor Index Classification (161725); 2. Guotai Zhengguo Food and Beverage Industry Index Classification (160222); 3. Tian Hong CSI Food and Beverage Index A (001631); 4. Penghua wine index grading (160632); 5. Penghua Liquor Index Grade A (150229); 6. Penghua Liquor Grade B (150230); 7. Index classification of Zhongrong liquor (168202); 8. Zhongrong Liquor Index Grade A (150285); 9. Zhongrong Liquor Index Grade B (150286); 10. China Merchants Liquor Grade A (150269); 1 1. China Merchants Liquor Grade B (150270), etc.

Liquor Fund is a sub-sector fund of consumer industry, which has long-term investment value and relatively high valuation. Skip the label of Liquor Fund, let's look at the sub-sector funds to which Liquor Fund belongs. This kind of fund is second only to stocks in risk coefficient. In general, it is not recommended to put such funds at the core of the portfolio. Simply put, you can't occupy most of the positions of your investment funds, and you can't be heavy. This kind of fund is greatly influenced by the performance of the industry and the overall stock market, and its investment risk is great. If we are firmly optimistic about the future of liquor funds, we need to balance risks or diversify industries through other funds.

Second, why did liquor go up?

1, the prices of all kinds of liquor are generally on the rise, and the demand for liquor is also rising sharply, so the performance index of liquor enterprises is also rising;

2. There is a potential leading stock in the liquor industry, because among the liquor stocks listed in China, Kweichow Moutai's share price ranks first, and it is difficult to have an opponent. With such leading stocks leading the way, the continuous growth of liquor stocks is inevitable;

3. The supply and demand of liquor began to increase gradually, and the recovery rate of some enterprises has reached 90%. After the arrival of major holidays, people's demand for liquor will be stronger, and the share price of liquor will continue to rise.