REITs网下认购创新高；QDII基金减持美股避险丨天赐良基

Group 1 - Jianxin Fund plans to invest at least 180 million yuan in its equity public products, having already invested 173 million yuan from Q4 2024 to Q1 2025 [1] - Jianxin Fund anticipates that external pressures will enhance the domestic policy logic of "taking the initiative," with expectations for a release of counter-cyclical policies to mitigate the impact of US tariffs [1] Group 2 - Multiple Hong Kong Stock Connect ETFs experienced significant trading activity during the market closure, with some ETFs seeing turnover rates exceeding 900% [2] - The Hang Seng Stock Connect ETF recorded a trading volume of 374 million yuan on April 18, a 76-fold increase from the previous trading day [2] - Due to the surge in ETF prices, premium rates have also increased, prompting several fund companies to issue risk warning announcements [2] Group 3 - Several QDII funds have significantly reduced their holdings in US stocks while increasing their positions in A-shares and Hong Kong stocks, with one fund's US stock allocation dropping from 52.38% to 24.22% [3] - The same fund increased its Hong Kong stock allocation from 20.48% to 54.94% [3] Group 4 - The offline subscription for Huatai Suzhou Hengtai Rental Housing REIT reached a record high, with a total subscription amount 222.64 times the initial offering [4] - The previous record was held by the Hui Tian Fu Shanghai Real Estate Rental Housing REIT, which had a subscription rate of 180.74 times [4] Group 5 - E Fund's consumer sector fund increased its allocation to liquor stocks, viewing it as a high-yield bond with domestic demand upside [5] - The fund's top ten holdings include Kweichow Moutai, Shanxi Fenjiu, and Wuliangye, with adjustments made in the automotive sector [5][6] Group 6 - Fund manager Guo Lan reduced holdings in Xinlitai, with the number of shares held decreasing from 16.23 million to 14.07 million [7] - Xinlitai is an innovative pharmaceutical company listed on the Shenzhen Stock Exchange [7] Group 7 - Fund manager Fu Pengbo slightly increased holdings in Furuisi, with shares rising from 672.96 million to 684.96 million [8] - Furuisi focuses on liver disease treatment and is listed on the Shenzhen Stock Exchange [8] Group 8 - On April 22, the market showed mixed results, with the Shanghai Composite Index rising by 0.25% while the Shenzhen Component Index and ChiNext Index fell by 0.36% and 0.82%, respectively [9] - The total trading volume in the Shanghai and Shenzhen markets reached 1.09 trillion yuan, an increase of 48.6 billion yuan from the previous trading day [9] Group 9 - Hong Kong innovative drug-related ETFs saw strong performance, with some rising by as much as 5.77% [10] - Analysts suggest that the pharmaceutical sector may attract market funds due to previous declines and cheap valuations, with significant investment opportunities expected in innovative and generic drugs [10]