Group 1 - The A-share market opened slightly lower on October 17, with sectors such as gold jewelry, lithium batteries, rare earths, and industrial metals showing active performance [1] - The A500 ETF fund (512050), tracking the CSI A500 Index, rose by 0.09% as of 9:36, with stocks like Huatians Technology hitting the daily limit up [1] - Federal Reserve Chairman Jerome Powell indicated that the long-term asset reduction plan, known as quantitative tightening (QT), may be nearing its end, with expectations of another 25 basis point rate cut in October following a similar cut in September [1] Group 2 - Dongwu Securities forecasts that after short-term fluctuations, the market may continue to rise, although there are internal demands for adjustment due to uncertainties in US-China relations, third-quarter earnings, and overall market valuations [1] - The market style may shift from AI hardware and overseas mapping to defensive sectors and industries with performance support logic, such as innovative pharmaceuticals, non-bank financials, and consumer discretionary during the fluctuation period [1] - After the fluctuation period in October and November, the market may gain momentum for further upward movement, potentially shifting back from defensive to growth styles [1] Group 3 - The new generation core broad-based A500 ETF fund (512050) assists investors in strategically allocating to core A-share assets, covering all 35 sub-industries with a balanced industry allocation and leading stock selection strategy [2] - The ETF has a natural "barbell" investment attribute, overweighting new productivity sectors such as AI industry chain, pharmaceutical biology, electric equipment, new energy, and national defense [2]
机构称市场短期震荡后可能继续向上,关注A500ETF基金(512050)等产品布局机会
Mei Ri Jing Ji Xin Wen·2025-10-17 02:28