投顾周刊：多家万亿级理财公司“增仓”

Domestic Investment News - The State Council Tariff Commission has increased the tariff rate on imports from the U.S. to 84%, up from 34%, effective from April 10 [2] - In response to tariff impacts, several trillion-level wealth management companies have increased their investments in ETFs and equity assets, with firms like Bank of China Wealth Management and Postal Savings Bank Wealth Management announcing their actions [2] - The central bank supports the Central Huijin Investment Company in increasing its holdings in stock market index funds and will provide sufficient relending support if necessary to maintain market stability [2] Fund Performance - There is significant performance divergence among newly established funds, with over 30% of the 104 new active equity funds launched since last year's fourth quarter achieving positive returns in the last month, resulting in a performance gap exceeding 47 percentage points [3] International Investment News - The U.S. CPI for March increased by 2.4% year-on-year, a notable decrease from 2.8% the previous month, with a month-on-month decline of 0.1%, leading to increased bets on a potential interest rate cut by the Federal Reserve [5] - The European Central Bank has expressed concerns about financial risks posed by shadow banking, particularly during market stress periods [5] - The World Gold Council reported that the first quarter saw the highest inflow into gold ETFs in three years, driven by investors seeking refuge from political and economic volatility [5] Market Overview - The major stock indices experienced fluctuations, with the Shanghai Composite Index falling by 3.11% and the ChiNext Index dropping by 6.73% over the week [7] - The overall fund market saw a total of 17 new funds launched this week, including 14 equity funds, 2 bond funds, and 1 mixed fund [12] Fund Market Index - The total fund market index decreased by 2.94% this week, with the stock fund index down by 5.70% and the mixed fund index down by 4.91% [11] Banking Wealth Management Market - A total of 568 new bank wealth management products were launched this week, with a total establishment scale of approximately 801.84 billion yuan, a decrease of 66.89% from the previous week [16] Precious Metals Market - Domestic precious metal prices generally rose, with SHFE gold closing at 757.3 yuan per gram, up 2.71% for the week [19]