Group 1 - The A-share market has continued to show a correction and fluctuation trend since mid-November, with defensive dividend assets demonstrating a clear relative advantage [1] - As of November 26, the relative return difference of the CSI Dividend Total Return Index compared to the Wind All A Index over 40 days has risen to 2.61%, indicating the recent strength of dividend assets [1] - The recent performance of the CSI Dividend ETF (515080) has been notable, with a net inflow of 112 million yuan yesterday and a cumulative net inflow of 374 million yuan over the past four days [3] Group 2 - Changjiang Securities notes a "high-low switch" phenomenon in the equity market since September, reflecting increasing divergence in funds towards high-valuation sectors [5] - The overall A-share market is currently in a fluctuating pattern, with value style outperforming growth, likely due to the lack of quarterly earnings data to validate investment logic in Q4 [5] - Huatai Securities suggests a short-term barbell strategy for asset allocation, recommending a balanced investment in growth, cyclical, and dividend sectors [6] - The overall industry prosperity index continued to decline in October, but the rate of decline has slowed, with essential consumption, midstream manufacturing, and large financial sectors showing significant improvement [6]
A 股呈现震荡格局,资金持续流向部分红利资产,中证红利ETF(515080)单日获1.12亿元资金净流入
2 1 Shi Ji Jing Ji Bao Dao·2025-11-27 02:26