Group 1 - The core viewpoint indicates that uncertainty is decreasing, leading to a potential "slow bull" market, supported by macroeconomic conditions and liquidity improvements [2] - The A50 ETF by Huabao was launched on March 18, 2024, while the CSI A100 ETF was launched on August 1, 2022, and the CSI A500 ETF by Huabao is set to launch on December 2, 2024 [1][2] - The top three industries with net capital inflow are pharmaceuticals and biotechnology (13.586 billion), media (9.149 billion), and public utilities (9.069 billion) [1][2] Group 2 - The macro environment is expected to improve with the onset of a Federal Reserve rate cut cycle, leading to a more relaxed global liquidity situation [2] - Continuous trade negotiations between China and the U.S. are anticipated, with a focus on enhancing China's technological and economic strength [2] - The "A series" ETFs by Huabao provide diverse options for investors looking to invest in China's market [2]
算力半导体概念回调明显，华宝基金：不确定性下降，慢牛在望｜华宝3A日报（2025.10.31）
Xin Lang Ji Jin·2025-10-31 09:08