“国家队”二季度增持ETF超2200亿元

Core Viewpoint - The "national team," represented by Central Huijin, significantly increased its holdings in various ETFs during the second quarter, totaling over 220 billion yuan, which helped stabilize the market amid global volatility caused by U.S. tariff policies [1][4]. Group 1: Investment Actions - Central Huijin increased its holdings in 10 major ETFs, including the CSI 300 ETF and the SSE 50 ETF, with a total investment exceeding 220 billion yuan based on average transaction prices for the second quarter [1][3]. - Specific increases included 108.74 million units in the Huatai-PineBridge CSI 300 ETF and 84.29 million units in the E Fund CSI 300 ETF, among others, indicating a strong commitment to these products [2][3]. - The total increase in holdings during the second quarter was lower than the 300 billion yuan seen in the first quarter but still significantly higher than the same period in 2023 [3]. Group 2: Market Impact - The actions of the "national team" were crucial in restoring market confidence, leading to a rebound in the A-share market, with the Shanghai Composite Index reaching a new high for the year [5]. - Analysts noted that the entry of long-term funds, represented by the "national team," acted as a stabilizing force in the market, enhancing the stability of A-shares [5]. Group 3: Future Outlook - The continuation of the "national team's" buying strategy will depend on improvements in the policy and external environment, as well as the stock market maintaining reasonable valuation levels [6].