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消费主题ETF近一个月资金净流入超过10亿元，在所有行业主题中位居前列。　　综合来看，在科技行情高位震荡、市场风险偏好趋于理性的阶段，估值处于历史低位、结构持续优化的内需与消费板块，正逐步获得资金与政策的双重关注。　　中国银河证券指出，细分方面重点关注当前估值处于历史中低位水平，且业绩分位数表现相对靠前的细分行业。　　值得注意的是，消费内部的“新旧分化”愈发明显。高盛指出，特色零售、休闲消费以及宠

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