Hong Kong Stock Connect Consumption ETF (513960) fluttering, Meituan-W and Tencent Holdings rose nearly 2%

Today, Hong Kong Stock Connect Consumption ETF (513960) became popular, rising 0.71%, and the turnover has exceeded 10 million.Among the ingredients stocks, Budweiser Asia-Pacific rose 2.88%, Qingdao Beer Co., Ltd., China Feihe rose more than 2%, Meituan-W and Tencent Holdings rose nearly 2%.

Hua'an Securities said that in August, data showed that the overall consumption continued to improve the trend month -on -month, and the sensitivity of current enterprises, dealers and consumers' sensitivity to prevention and control is decreasing.Related to the macroeconomic situation and policy, the slope of subsequent consumption recovery needs to be further observed.At present, the fundamentals and emotions are in the bottom range, and the downlink space is limited. We believe that the operating toughness of high -quality consumer goods companies and the elasticity of future recovery can be more optimistic. It is recommended to actively pay attention to the left layout opportunities.

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