近期,A股行情不温不火,但酿酒食品、医药、商业连锁、家电等大消费板块却成了市场一大亮点,在行业板块中处于领涨位置。受下半年GDP增速下滑的市场预期影响,机构对于下半年市场走势都作出了谨慎判断,大资金开始减仓强周期性行业品种,转而增仓未来增长趋势明朗的消费概念品种。所以,大消费概念将成为下半年持续活跃的板块。《新财经》将在接下来的几期陆续对大消费板块中的子行业的投资机会进行分析。 Recently, A-share market is tepid, but the brewery food, medicine, commercial chains, home appliances and other large consumer segment has become a major highlight of the market, led by the sector in the industry position. Affected by the expected slowdown in GDP growth in the second half of the year, the institutions made cautious judgments on the market trends in the second half of the year. Large funds began to lighten their positions in the cyclical industry and switched to the concept of consumer concepts with a clear trend of growth in the future. Therefore, the concept of spending will become the second half of the continued active plate. “New Finance” in the next few will be one after another on the large consumer segments in the sub-sectors of investment opportunities for analysis.