Market Performance - The STAR Market 50 Index decreased by 5.5%, the STAR 100 Index fell by 5.7%, the STAR Composite Index dropped by 6.2%, and the STAR Growth Index declined by 6.6% this week [1][3] - As of yesterday, the STAR Market 50 ETF (588080) saw a net inflow of over 300 million yuan this week [1] Economic Outlook - Barclays Research recently released a quarterly global economic outlook report, indicating that the narrative of AI-driven growth will continue to deepen until 2026, marking an irreversible trend [1] - In terms of investment outlook, Barclays is optimistic about the performance of Chinese stocks, predicting a strong performance in 2025, with major indices weighted heavily towards Chinese stocks showing good trends [1] Valuation Metrics - The rolling price-to-earnings (P/E) ratios for the STAR Market indices are as follows: STAR 50 at 149.8 times, STAR 100 at 207.1 times, STAR Composite at 203.6 times, and STAR Growth at 149.6 times [3] - Despite the positive outlook, Chinese stocks remain relatively undervalued compared to other major markets [1]
AI驱动增长的叙事将持续深化，关注指数回调下科创板50ETF（588080）投资机会
Sou Hu Cai Jing·2025-11-21 11:16