Both have advantages and risks in the medium and long term, depending on how you choose, each has its own advantages, different time periods and different benefits:

The advantage of liquor is stability, of course, Maotai. The liquor sector is a liquor industry such as Maotai, and no liquor stock can be compared with Maotai, so Maotai is the protagonist of the liquor fund. However, according to the fund rules, the allocation of a single stock cannot exceed 10% of the fund's net value, so the rise of Maotai has driven the passive allocation of other liquor stocks.

The advantage of semiconductors is the expectation of the future. Semiconductor is the basic industry of information society, so the localization of semiconductor in the future is an acceleration. Many blue-chip stocks should rise more than liquor, but semiconductor stocks also have a very unstable process, and the enterprise elimination rate is also high, which will have a strong impact on many investors.

Of course, Maotai's liquor investment will be very stable, and liquor investment will be even worse, but many investors in Maotai can't afford it. Semiconductor stocks are cheap but risky, so it is recommended to allocate semiconductor funds.

For semiconductors, it depends on large state funds and involves many enterprises. In the future, the share price differentiation of semiconductor enterprises is inevitable. Liquor is suitable for keeping, not for chasing, and semiconductor is suitable for choosing, not suitable for arbitrary investment.

From the scene, liquor and semiconductor have their own advantages. In the short term, liquor is still the core mainstream. Semiconductor regression is a very good choice as a long-term holding valuation.

Extended data:

Personal point of view

Positions are still dominated by low valuations, such as real estate, coal, cement, environmental protection, construction, building materials and other sectors; In the case of stable market turnover, we will continue to pay attention to the sectors covered by the "14 th Five-Year Plan" policy and with higher expectations.

For example, new energy, military, photovoltaic, semiconductor and other sectors. After the callback is in place, the leader of the hot plate in the early stage can still focus on it. The biggest source of retail losses is high-frequency trading, and stocks will not get better, but the money is actually cut less and less, reducing short-term operations, making more left-handed layouts, and waiting patiently for the moment when the market is clear.