A500ETF基金（512050）盘中上涨1.56%，持仓股湖南裕能涨超17%，景顺增加对中国股票的配置

Core Viewpoint - The A-share market is experiencing significant gains, with major indices showing substantial increases, driven by strong performance in specific ETFs and stocks, alongside positive sentiment from foreign investment strategies [1] Market Performance - As of September 29, the Shanghai Composite Index rose by 1.21%, the Shenzhen Component increased by 2.22%, and the ChiNext Index surged by 3.07% [1] - The A500 ETF (512050), which tracks the CSI A500 Index, saw an increase of 1.56% with a trading volume exceeding 5.2 billion yuan, ranking first among similar products [1] - Notable stocks within the ETF included Hunan YN, which rose over 17%, and China Tianying and Vanadium Titanium Co., both hitting the daily limit [1] Fund Flows - There has been a net inflow into the A500 ETF for three consecutive trading days, accumulating 1.332 billion yuan over the past five days [1] Investment Sentiment - In a strategic shift, Invesco has increased its allocation to Chinese stocks while reducing its holdings in Indian stocks, citing the latter as "expensive" [1] - Chang Hwan Sung, a multi-asset portfolio manager at Invesco, expressed optimism about Chinese stocks, noting their attractive valuations despite recent gains [1] Analyst Insights - Zhongtai Securities indicated that with the upcoming National Day holiday, there may be a rise in risk-averse sentiment, suggesting a potential short-term adjustment in high-tech sectors [1] - However, the long-term outlook remains positive due to unchanged supportive policy stances, with both long-term and foreign investors favoring A-shares, and retail investor sentiment appearing rational [1] - The financial sector, including brokerages, is still viewed as undervalued, leading to a recommendation for investors to "hold stocks through the holiday" [1]