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如何把握中国资产向上重估的投资机会？深市旗舰宽基再添场外投资利器
Sou Hu Cai Jing·2025-05-26 00:03

Group 1 - Recent US-China tariff negotiations have achieved phased results, boosting market risk appetite and investor sentiment, leading to a consensus among domestic and foreign investors on the upward revaluation of Chinese assets [1] - The newly launched FuGuo ShenZhen 100 ETF Fund aims to meet the growing demand for broad-based index products, providing investors with a convenient tool to access core assets in the Shenzhen market [1][8] - The ShenZhen 100 Index, launched on January 24, 2006, consists of 100 large-cap stocks from the Shenzhen market, reflecting innovative and growth-oriented leading companies, with a balanced industry distribution [3] Group 2 - The ShenZhen 100 Index has shifted its top ten constituent stocks from traditional industries like real estate and banking to emerging sectors such as electric equipment and automobiles, aligning with China's economic transformation [3] - The index has a significant focus on emerging industries and consumer-related sectors, with TMT (Technology, Media, and Telecommunications) accounting for 26% and consumer sectors for 29% of the index [3] - The average market capitalization of the ShenZhen 100 Index constituents is 124.3 billion, with 70% of the weight in stocks valued over 100 billion, indicating a strong large-cap focus [4] Group 3 - The ShenZhen 100 Index has demonstrated superior long-term performance, with a cumulative increase of 344.90% since its inception, outperforming other major indices like CSI 300 and SSE 50 [5] - The index's constituents have shown stable profitability and a strong emphasis on R&D, with a projected revenue growth rate exceeding 20% for 2025 [6] - The current valuation of the ShenZhen 100 Index is at a historically low level, with a price-to-earnings ratio of 21.11, indicating potential for upward movement [6] Group 4 - The FuGuo ShenZhen 100 ETF Fund is managed by a seasoned team with extensive experience in quantitative investment, aiming to provide diverse asset allocation tools for investors [8]