多家海外机构上调中国经济增长预测！A500ETF(159339)走势较稳，实时成交额突破1.5亿元

Group 1 - The core point of the news is the announcement of a significant reduction in bilateral tariff levels between China and the US, along with the establishment of a mechanism for ongoing economic and trade negotiations, which has led several overseas institutions to consider raising their economic growth forecasts for China in 2025 [1] - The April trade data revealed a nearly 20% month-on-month drop in China's exports to the US, while total exports continued to grow, indicating China's resilience and ability to gain market share from other regions [1] - The A500 index, which tracks major A-share companies, showed strong performance with significant gains in stocks such as Dongfang Risen, Huada Gene, and Daqo New Energy, reflecting a positive market sentiment [1] Group 2 - The A50 index, which focuses on large-cap leading stocks across various industries, benefits from the trend of increasing market concentration due to supply-side reforms, making these stocks more attractive during earnings disclosure periods [2] - The shift of A-share market dynamics from being retail-driven to institutionally dominated is supported by the continuous inflow of long-term funds, such as pensions and insurance, which prefer low-volatility, high-dividend, and stable profit assets [2] - The long-term holding characteristics of institutional funds provide stability to the market, enhancing its resilience and long-term investment value [2]