501069 华宝标普中国A股质量价值指数 2024-03-26(因以通讯方式召开基金份额持有人大会,华宝标普中国A股质量 价值指数将在2023年3月24日当日开市起停牌) 501072 国金红利增强 2024-03-26(因基金份额持有人大会会议计票日为2021年12月7日,国金低波红利于2021年 12月7日开市起停牌) 501086 华宝MSCIESG指数 2024-03-26(因基金份额持有人大会公告计票日为2023年10月10日,华宝MSCIESG指数将于 2023年10月10日开市起停牌) 501106 广发中证10年期国开债(LOF)A 2024-03-26(因基金进入清算程序,广发10年A自2020年5月7日开始停牌) 501309 国泰恒生港股通指数(LOF) 2024-03-26(因基金份额持有人大会计票日为2023年5月24日,国泰恒生港股通指 数(LOF)将于2023年5月24日开市起停牌) 502016 长信一带一路指数 2024-03-26(因持有人大会计票日,长信一带一路于2018年4月19日开市起停牌 ) 502017 带路A 2024-03-26(因持有人大会计票日,长信一带 ...

Market Overview - The Shanghai Composite Index opened higher but closed slightly down, with support found near the 5-day moving average, indicating potential upward movement towards the 3100-point mark in the near term [3][4] - On March 21, the market experienced fluctuations with all three major indices slightly declining, while sectors such as low-altitude economy and AI applications showed strong performance [4][18] - The overall market sentiment was mixed, with over 2900 stocks declining, highlighting a predominance of downward movement among individual stocks [4] Economic Indicators - In the first two months of the year, manufacturing investment growth accelerated by 9.4% year-on-year, outpacing overall investment growth by 5.2 percentage points, serving as a crucial support for economic stability [7] - National public budget revenue for January-February was reported at 4.46 trillion yuan, reflecting a 2.3% year-on-year decline, but a comparable growth of approximately 2.5% when adjusted for comparable standards [8] Industry Dynamics - The National Development and Reform Commission emphasized the need to accelerate the development of new productive forces and modern industrial systems, focusing on innovation and the growth of leading enterprises [6][20] - The gaming industry saw a significant increase, with Chinese mobile game companies generating a total revenue of 2.03 billion USD in February, representing a 3.6% month-on-month increase [10][24] Fund Dynamics - New funds have been rapidly building positions, indicating institutional optimism about future market performance, with several newly established funds achieving notable returns [12][32] - Despite the overall recovery in fund performance, public fund of funds (FOF) face challenges in scaling, with many struggling to reach the 200 million yuan threshold [26][31] Monetary Policy - The People's Bank of China highlighted the effectiveness of its monetary policy transmission compared to foreign central banks, maintaining a reasonable credit growth rate to support high-quality economic development [22][39]

Market Overview - The market experienced slight fluctuations with both gains and losses nearly balanced, indicating a retreat in market sentiment. Trading volume increased slightly compared to the previous day, but northbound capital saw a net outflow [1][2] - The Shanghai Composite Index opened higher but closed slightly down, finding support near the 5-day moving average. There is potential for the index to continue pushing towards the 3100-point mark in the near term [1][3] Sector Performance - The low-altitude economy sector saw a surge, with significant gains in pork and precious metals. Recent market hotspots are concentrated in new productivity directions, particularly in flying cars and artificial intelligence [1][3] - On March 21, the market saw a broad decline with over 2900 stocks falling, while sectors like low-altitude economy, AI applications, and pork stocks performed well [2][3] Capital Flow - On March 21, northbound capital recorded a net sell-off of 60.2 billion yuan, with the Shanghai Stock Connect seeing a net outflow of 31.12 billion yuan and the Shenzhen Stock Connect a net outflow of 29.08 billion yuan [4] - The main sectors attracting capital inflow included securities, film and television, and agriculture, while sectors experiencing outflows included photovoltaic equipment, batteries, and communication devices [4] Policy and Economic Indicators - The National Development and Reform Commission emphasized the need to accelerate the development of new productivity and modern industrial systems, focusing on innovation and the growth of leading enterprises [5][6] - Manufacturing investment growth accelerated in January-February, with a year-on-year increase of 9.4%, outpacing overall investment growth by 5.2 percentage points, indicating a positive trend in the manufacturing sector [6] - The Ministry of Finance reported a recovery in fiscal revenue, with a total public budget revenue of 4.46 trillion yuan in January-February, showing a real growth of approximately 2.5% [7] Industry Dynamics - The National Energy Administration plans to establish a coal mine intelligent standard system by 2025, aiming to enhance productivity and innovation in the coal mining sector [8] - In February, Chinese mobile game companies generated a total revenue of 20.3 billion USD, reflecting a 3.6% month-on-month increase, with 37 companies making it to the global top 100 mobile game publishers [9] Fund Dynamics - Publicly offered funds of funds (FOFs) are facing growth challenges, with many struggling to exceed 200 million yuan in scale despite a recovery in average performance [11] - New funds have been actively building positions in the market, indicating institutional optimism about future market performance [12][13] Buy-Side Insights - Following the Federal Reserve's decision to pause interest rate hikes, U.S. stock indices reached new closing highs, with expectations of potential rate cuts later in the year, which could enhance market valuations and risk appetite [14]

晨会纪要 2024-03-26 ————————————————————————————————————————————— 敬请阅读末页的条款 第2页 116030 H凯迪2-5 2024-03-26(凯迪2优5于2019年6月10日开始停牌) 117016 16华泰01 2024-03-26(16华泰01将从2019年2月22日上午开市起停牌) 117022 16配投01 2024-03-26(16配投01将自2018年6月12日开市起停牌) 117027 16配投02 2024-03-26(16配投02将自2018年6月12日开市起停牌) 117034 16配投03 2024-03-26(16配投03将自2018年6月12日开市起停牌) 117039 16飞投01 2024-03-26(16飞投01(117039)自2018年8月20日开市起停牌并暂停换股) 117043 16飞投02 2024-03-26(16飞投02(117043)自2018年8月20日开市起停牌并暂停换股) 117044 16飞投03 2024-03-26(16飞投03(117044)自2018年8月20日开市起停牌并暂停换股) 1 ...

升投资者的获得感。从市场表现看，2 月 6 日以来，截至 3 月 19 日， 上证指数涨幅超 13%。随着市场逐步回暖，多只次新基金收获颇丰。 【买方观点】 嘉实基金：美联储按兵不动，纳指创收盘历史新高！如何布局？ 最新消息，本月的美联储议息结果出炉，和我们之前的预期一样，本 次仍然暂停加息，为去年以来的第五次暂停加息。对于后面的利率走 向，此前市场预期有所摇摆，但最新的美联储点阵图显示今年仍将降 息三次。 受此影响，美股三大股指集体收涨，纳指涨 1.25%，道指涨 1.03%，标 普 500 指数涨 0.89%，均创历史收盘新高。 美联储也给出了相对偏"鸽"的发言：通胀率已大幅下降，政策利率 可能已达到峰值，在今年某个时候开始放松货币政策是合适的。 美联储议息会议影响的是市场流动性，降息会提高市场的估值和风险 偏好，AI 趋势则会影响企业的业绩，进一步提升科技巨头的利润。 美国迎来降息周期，叠加人工智能科技大周期开启，纳指 100 指数作 为汇聚全球科技龙头的代表性指数具有较高的配置价值。 （今日关注撰写者：财达证券蒋卓晓,注册投顾执业编号：S0400620090004） （消息面点评撰写者：财达证券任燕楠 ...

每日市场观察 2024 年 3 月 22 日 【今日关注】 周四市场小幅高开后强势震荡，两市涨跌停家数几乎持平，市场情绪 有一定回落。量能较前一交易日小幅增加，北上资金却再度净流出。 市场震荡过程中资金虽出现分歧，但成交情况仍可以维持万亿规模， 短期板块轮动的格局有望延续。 板块方面，低空经济现涨停潮，猪肉、贵金属等板块涨势较好。近期 市场热点主要集中在新质生产力方向，细分来看，飞行汽车、人工智 能相对较强。指数蓄势过程中个股波动率趋弱，结构性特征或愈加明 显。 【市场回顾】 市场概况：3 月 21 日，市场全天震荡调整，三大指数均小幅下跌。盘 面上，低空经济板块持续爆发，AI 应用方向继续活跃，猪肉股集体走 强，存储芯片概念股一度冲高。下跌方面，汽车拆解概念股展开调整。 总体上个股跌多涨少，全市场超 2900 只个股下跌。沪深两市 21 日成 交额 10677 亿，较上个交易日放量 677 亿。板块方面，猪肉、低空经 济、贵金属、Sora 概念等板块涨幅居前，汽车拆解、AI 手机、CRO、 液冷服务器等板块跌幅居前。截至收盘，沪指跌 0.08%，深成指跌 0.36%， 创业板指跌 0.64%。 【资金面】 ...

| --- | --- | --- | |-------|-------|----------------------------------------------------------------------| | | | | | | | 112045 安泰01次 2024-03-26(安泰01次于2023年3月28日起停牌。) | | | | 112121 22平4次 2024-03-26(22平4次:自2023年2月2日开市起停牌) | | | | 112154 H2盐湖01 2024-03-26(H2盐湖01于2020年4月17日起停牌。) | | | | 112227 H4利源债 2024-03-26(14利源债自2018年9月25日起停牌) | | | | 112344 22JZ2C 2024-03-26(22JZ2C:自2023年2月2日开市起停牌) | | | | 112397 16胜通01 2024-03-26(16胜通01于2019年03月18日开市起停牌) | | | | 112443 16胜通03 2024-03-26(16胜通03于2019年03月18日开市起停牌) | | | ...

【消息面】 Sensor Tower 发布了最新的研究报告，显示中国手游厂商 2 月总收入 环比提升 3.6%。2 月共 37 个中国厂商入围全球手游发行商收入榜 TOP100，合计吸金 20.3 亿美元，占本期全球 TOP100 手游发行商收入 38.9%。 美联储也给出了相对偏"鸽"的发言：通胀率已大幅下降，政策利率 可能已达到峰值，在今年某个时候开始放松货币政策是合适的。 美联储议息会议影响的是市场流动性，降息会提高市场的估值和风险 偏好，AI 趋势则会影响企业的业绩，进一步提升科技巨头的利润。 美国迎来降息周期，叠加人工智能科技大周期开启，纳指 100 指数作 为汇聚全球科技龙头的代表性指数具有较高的配置价值。 3 月 21 日，国务院新闻办公室举行新闻发布会，介绍近期投资、财政、 金融有关数据及政策情况。财政部副部长廖岷介绍，财政收入延续恢 复性增长态势，开局平稳。今年 1-2 月，全国一般公共预算收入 4.46 万亿元，同比下降 2.3%，但是按照可比口径实际增长 2.5%左右。 点评：财政收入延续恢复性增长态势，开局平稳。前 2 个月全国一般 公共预算收入实际上实现了恢复性增长，与宏观经济稳中向 ...

Core Insights - The report highlights the ongoing suspension of various funds and financial instruments, indicating a significant impact on market liquidity and investor sentiment [9][10][12][13]. Fund Suspension Details - Multiple funds, including 国投瑞和瑞和小康沪深300指数 and 国投瑞和远见沪深300指数, have been suspended since August 26, 2020, due to shareholder meetings [9]. - The 17青投债 and 18九通01 have been suspended since December 11, 2019, and March 12, 2021, respectively, reflecting ongoing challenges in the bond market [9][10]. - The report lists numerous other funds that have been suspended for various reasons, including financial liquidation and shareholder meetings, indicating a broader trend of instability in the investment landscape [12][13]. Market Impact - The suspension of funds such as 建信中证800ETF and 博时大湾区ETF due to shareholder meetings and financial liquidation processes suggests a tightening of market conditions and potential investor caution [12][13]. - The report notes that the ongoing suspensions may lead to decreased investor confidence and a reevaluation of investment strategies across affected sectors [12][13].

| --- | --- | --- | --- | --- | --- | |--------------------|------------------------------------------------------------------------------------------------------|-------|-------|-------|----------------------------| | | | | | | 2024 年 03 月 26 日 星期二 | | 【摘要】 | | | | | | | 【今日要闻】 | | | | | | | | 联合国副秘书长马丁·格里菲思因健康原因将在6月离任(财联社) | | | | | | 快讯(第一财经) | | | | | | | | 俄总统普京就莫斯科州音乐厅恐袭事件召开俄联邦安全会议(财联社) | | | | | | | 德国火车司机工会与铁路公司达成协议 未来不再举行罢工(第一财经) | | | | | | | 马斯克的社交媒体平台"X"在与监督机构的诉讼中败诉(第一财经) | | | | | | 美股收跌(第一财经) ...