Core Viewpoint - Recent macroeconomic events have led to a decline in market risk appetite, resulting in a general adjustment of global risk assets [1] Group 1: Market Conditions - Following the political bureau meeting, the "anti-involution" concept has temporarily faded [1] - The clarity of the U.S. tariff framework is gradually emerging, with tariff impacts shifting from expectations to reality [1] - The downward revision of U.S. non-farm payroll data has exceeded expectations, increasing employment risks and raising expectations for Federal Reserve interest rate cuts [1] Group 2: Investment Opportunities - Current market liquidity remains abundant, providing strong short-term support for the market [1] - It is recommended to pay attention to representative broad-based products such as the Shanghai Composite Index ETF (510760) [1] - Investors without stock accounts can seize A-share investment opportunities through the connecting fund of the Shanghai Composite Index ETF (011320) [1]
宏观大事件密集落地，资金布局上证综指，上证综指ETF（510760）连续4日净流入
Sou Hu Cai Jing·2025-08-05 06:34