机构建议挖掘内外资可能形成共振的核心赛道，A50ETF（159601）兼具成长与红利属性

Group 1 - A-shares main indices experienced a pullback after an initial rise, with PEEK materials and gas sectors showing significant declines [1] - The MSCI China A50 Connect Index, representing core leading assets, saw a slight increase of approximately 0.05%, with leading stocks such as Luzhou Laojiao, Shanxi Fenjiu, and Agricultural Bank of China driving the gains [1] - GF Securities suggests that if the Federal Reserve lowers interest rates in the second half of the year, it could lead to increased foreign capital inflow into the Chinese market, maintaining a focus on stable and sustainable performance over valuation [1] Group 2 - The investment strategy should focus on sectors with minimal resistance to foreign capital inflow, emphasizing the identification of core tracks where both domestic and foreign investments may resonate [1] - The A50 ETF (159601) closely tracks the MSCI China A50 Connect Index, providing exposure to 50 leading stocks and covering core assets in the A-share market [1] - The combined weight of central state-owned enterprises in the index exceeds 50%, with total cash dividends expected to exceed 99 billion yuan in 2024, a payout ratio of 40.28%, and a 12-month dividend yield of 3.36%, highlighting both growth and dividend attributes [1]