Group 1 - The core viewpoint is that institutional investors are showing confidence in the long-term value of the A-share market, as evidenced by the recent self-purchase announcement by Fangzheng Fubang Fund, which invested 5 million yuan of its own funds in its index fund [1] - Fangzheng Fubang Fund emphasizes the importance of focusing on the resilience of the domestic economic fundamentals amidst external uncertainties, highlighting the large domestic market, upgrading consumption structure, and continuous technological innovation as key drivers for stable economic growth [1] - The fund maintains a threefold confidence principle: confidence in China's economic structural transformation, long-term confidence in the improvement of domestic economic fundamentals, and confidence in its own active management capabilities [1] Group 2 - From a valuation perspective, the A-share market has entered an attractive allocation range, with the CSI 300 index's dynamic price-to-earnings ratio at 11.57 times, below the 10-year average of 11.86 times [2] - The CSI 300 dividend yield has reached 3.58%, marking a historical high over the past decade, indicating a "high cost-performance" characteristic [2] - The recovery trend of China's economic fundamentals is becoming clearer, providing long-term funds with "opportunities arising from declines," encouraging investors to rationally view short-term market fluctuations and actively seize low-position layout opportunities during quality asset valuation corrections [2]
方正富邦基金自购500万 真金白银释放积极信号
Zhong Guo Jing Ji Wang·2025-04-28 01:32