外围扰动下短期市场避险情绪升温,机构仍看好中长期行情,A500ETF基金(512050)涨0.61%
Sou Hu Cai Jing·2025-10-15 02:49

Core Viewpoint - The A-share market shows resilience despite recent external disturbances, with a potential for long-term upward trends supported by policy planning and favorable industry fundamentals [1] Market Performance - The three major stock indices opened lower but rebounded, with the CSI A500 index slightly up. As of 10:20 AM, the A500 ETF (512050) rose by 0.61% [1] - Notable component stocks included Zijin Mining up 1.63%, CATL up 1.44%, and Ping An Insurance up 0.89%, while Kweichow Moutai, Midea Group, and Dongfang Fortune also saw slight increases [1] Investor Sentiment - Recent market adjustments have led to increased risk-averse sentiment among investors, but the sell-off is not panic-driven, indicating market resilience [1] - Multiple investment institutions suggest that while risk assets may face short-term pressure, the long-term positive trend for A-shares remains intact [1] Analyst Insights - According to Li Qiusuo, Chief Analyst of Domestic Strategy at CICC, the recent events may impact risk appetite in the short term, but the foundation for market growth remains strong [1] - Upcoming policy frameworks such as the "14th Five-Year Plan" and the ongoing positive trends in technology sectors contribute to a favorable outlook for A-shares [1] - The overall valuation range of A-shares is considered reasonable, suggesting that any irrational short-term adjustments could present good reallocation opportunities [1]