For investment fund partners, liquor fund is estimated to be a fund product that many novice investors like. I remember last year, the increase of liquor fund was particularly high. At that time, many people listed China Merchants CSI Liquor as the best product among all fund products. Later, the liquor fund showed a certain degree of callback, and many people changed their minds. I will answer this question from the following points.

First, a certain percentage of the liquor fund will be adjusted back after the year.

Last year was the fiercest year for the Liquor Fund. The annual increase of liquor funds in investment promotion has reached 130%. This range is exaggerated, and a large number of novices enter. We know that the stock market can't go up all the time and it can't go down all the time. When liquor stocks began to show a callback phenomenon, liquor funds also followed the callback.

February, April and June are the three months when the Liquor Fund rose.

From April to June, all kinds of liquor stocks headed by Maotai rose to varying degrees. Although the increase is far less than last year's bull market, compared with other traditional industries, the liquor sector in the consumer sector is still rising fiercely. It is also for this reason that many people begin to pay attention to the liquor fund again.

Third, the liquor fund has recently started to pull back.

Let me have a look. Recently, fund products with relatively dense liquor positions have experienced different degrees of correction. During this period, the semiconductor sector in the science and technology sector rose sharply, while the consumer sector lacked motivation. It may be that the market heat of the consumer sector was too high some time ago, and it is normal to have a callback now. For those small partners who are optimistic about the consumer sector for a long time, a short callback may be a good time to add positions.

Finally, I am also optimistic about the consumption sector, but I think the liquor sector in the consumption sector may be too hot and a bit risky.