政策助力权益资产估值修复，现金流ETF嘉实（159221）年内“吸金”超4.5亿元

Group 1 - A-shares showed a rebound in early trading on Friday, with the Shenzhen and ChiNext indices turning positive after a dip, indicating a recovery in the market [1] - The sectors leading the gains included precious metals, film and television, electricity, and liquor, suggesting a broad-based rally in specific industries [1] - The National Index of Free Cash Flow saw a slight increase, with constituent stocks like Jinhong Group, Changbao Co., Hailu Heavy Industry, and Guodian Nanzi rising over 4% [1] Group 2 - The cash flow ETF from Harvest (159221) experienced significant inflows, with over 28 million yuan net inflow this month and a total of over 450 million yuan since its launch on May 13 [1] - Analysts expect the upcoming major meeting to emphasize "more proactive macro policies," with a forecast that the fiscal deficit rate will remain at a reasonable level through 2026, indicating a supportive environment for capital markets [1] - The combination of "expansive fiscal and monetary policies" is anticipated to provide ample liquidity in the capital market, creating favorable investment opportunities for equity assets [1] Group 3 - The National Index of Free Cash Flow is composed of stocks with positive and high free cash flow, selected based on liquidity, industry, and ROE stability, making it suitable for long-term investment strategies [1]