机构称当前位置具备较强配置价值,自由现金流ETF(159201)连续4天合计“吸金”9.31亿元
Mei Ri Jing Ji Xin Wen·2026-02-09 05:31

Core Viewpoint - The A-share market is experiencing an upward trend, with the National Index of Free Cash Flow rising over 1% and significant inflows into related ETFs, indicating a potential recovery and investment opportunity in the near term [1] Group 1: Market Performance - On February 9, the A-share market saw a rise, with stocks like Anfu Technology and Yaxiang Integration hitting the daily limit [1] - The largest free cash flow ETF (159201) has seen a net inflow of 931 million yuan over the past four days, reaching a new high in both shares at 10.019 billion and total scale at 12.958 billion yuan [1] Group 2: Analyst Insights - Guangfa Securities suggests that recent market corrections have caused investor concerns, but the Shanghai Composite Index returning to around 4000 points presents a chance for renewed confidence and preparation for the first round of gains in the Year of the Rabbit [1] - The outflow from broad-based ETFs that previously affected the market has largely ended, and the A-share market is expected to benefit from favorable conditions in the next 1-2 months [1] Group 3: Investment Strategy - The free cash flow ETF (159201) and its linked funds are closely tracking the National Index of Free Cash Flow, selecting stocks with positive and high free cash flow after liquidity, industry, and ROE stability screening [1] - The index is characterized by high quality and strong risk resistance, making it suitable for core portfolio allocation and long-term investment needs [1]