Market Overview - The market experienced fluctuations this week, with the Shanghai Composite Index maintaining above 4100 points and an average daily trading volume exceeding 34 trillion yuan [1] - In the first half of the week, sectors such as commercial aerospace and AI applications showed strong performance, while the latter half focused on semiconductor and optical module sectors [1] Index Performance - The Shanghai Shenzhen 300 Index decreased by 0.6%, while the CSI A500 Index increased by 0.1%. The ChiNext Index rose by 1.0%, and the STAR Market 50 Index increased by 2.6%. The Hang Seng China Enterprises Index saw a rise of 1.9% [1][3] - The rolling price-to-earnings (P/E) ratios for the indices are as follows: Shanghai Shenzhen 300 Index at 14.3 times, CSI A500 Index at 17.4 times, ChiNext Index at 43.1 times, STAR Market 50 Index at 175.3 times, and Hang Seng China Enterprises Index at 10.8 times [3] Historical Performance - Over the past month, the cumulative performance of the indices is as follows: Shanghai Shenzhen 300 Index up 3.3%, CSI A500 Index up 6.7%, ChiNext Index up 5.8%, STAR Market 50 Index up 14.2%, and Hang Seng China Enterprises Index up 4.3% [7] - Year-to-date performance shows the Shanghai Shenzhen 300 Index up 2.2%, CSI A500 Index up 4.4%, ChiNext Index up 4.9%, STAR Market 50 Index up 12.6%, and Hang Seng China Enterprises Index up 3.4% [7] Sector Composition - The Shanghai Shenzhen 300 Index consists of 300 stocks with good liquidity across 11 primary industries. The CSI A500 Index includes 500 securities from 93 tertiary industries, covering 89 of them [4] - The ChiNext Index is composed of 100 stocks with high market capitalization and liquidity, with a significant focus on strategic emerging industries, particularly in power equipment, communications, and electronics, which together account for nearly 60% [4] - The STAR Market 50 Index features 50 stocks with high market capitalization and liquidity, prominently including semiconductor companies, which make up over 50% of the index, along with medical devices, photovoltaic equipment, and software development industries, which together account for nearly 75% [4] - The Hang Seng China Enterprises Index includes 50 actively traded stocks of Chinese companies listed in Hong Kong, with a broad industry coverage where consumer discretionary, information technology, finance, and energy sectors account for nearly 85% [4]
市场本周先扬后抑,A500ETF易方达(159361)、沪深300ETF易方达(510310)助力布局A股核心资产
Sou Hu Cai Jing·2026-01-16 10:35