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A股震荡回调,A500ETF华泰柏瑞(563360)助力均衡布局
Xin Lang Ji Jin· 2025-10-10 07:15
10月10日,A股市场开盘走低,主要股指有所回调。而在震荡行情中,分散投资、风格清晰、费率较低 的核心宽基ETF作为把握市场整体机会的有力工具之一,聚焦核心资产、目前市场规模同类居首的 A500ETF华泰柏瑞(563360)也因此备受关注。(指数数据来源:wind,规模数据来源:交易所,截至 2025/10/9,A500ETF华泰柏瑞规模277.76亿元) 风险提示:基金有风险,投资须谨慎。如需购买相关基金产品,请您关注投资者适当性管理相关规定, 提前做好风险测评,并根据您自身的风险承受能力购买与之相匹配的风险等级的基金产品。基金过往业 绩不代表其未来表现,基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证。投资者在投资 基金前,需充分了解基金的产品特性,并承担基金投资中出现的各类风险。请仔细阅读基金合同、基金 招募说明书和产品资料概要等法律文件,了解基金的具体情况。指数由中证指数有限公司("中证")编 制和计算,其所有权归属中证。中证将采取一切必要措施以确保指数的准确性,但不对此作任何保证, 亦不因指数的任何错误对任何人负责。 MACD金叉信号形成,这些股涨势不错! 责任编辑:石秀珍 SF183 产品 ...
大盘10年新高!下一步机会在哪里
Di Yi Cai Jing Zi Xun· 2025-10-09 13:12
Market Overview - The Shanghai Composite Index has surpassed 3900 points for the first time in 10 years, indicating a warming trend in the A-share market and public fund issuance [2][6] - On October 9, the A-share market opened positively after the holiday, with a trading volume of 2.67 trillion yuan, marking the 36th consecutive trading day with over 2 trillion yuan in daily turnover [6] Fund Issuance Trends - There has been a significant increase in new fund issuances, with 53 funds currently in the market and 23 launched on the first trading day after the holiday [3][4] - The number of new funds issued in the first three quarters of this year has nearly doubled compared to the same period last year, with a 90% increase in total fundraising [5][6] Investment Strategies and Focus Areas - Analysts suggest focusing on sectors aligned with the "14th Five-Year Plan" and the upcoming third-quarter earnings reports, particularly in technology and growth sectors [2][8] - The market is expected to see a shift towards "solid income+" products, which balance returns in volatile markets, as fund managers are encouraged to actively invest in these areas [5][9] Performance of Specific Funds - Notable new funds include those managed by prominent fund managers, such as the Penghua Manufacturing Upgrade fund, which has shown a 111.79% return in the previous three quarters [4] - The upcoming Caizhong Quality Selection fund, managed by Jin Zicai, has also demonstrated strong performance, with returns exceeding 52% across his managed funds [4] Market Sentiment and Future Outlook - Market sentiment is optimistic, with expectations of continued upward movement despite potential volatility, supported by favorable global market trends and domestic policy directions [7][8] - The upcoming policy window and third-quarter earnings season are anticipated to provide new investment themes and opportunities for the market [8][9]
大盘10年新高!下一步机会在哪里
第一财经· 2025-10-09 12:21
Core Viewpoint - The A-share market has shown signs of recovery, with the Shanghai Composite Index breaking the 3900-point mark for the first time in 10 years, indicating a positive sentiment in the market and a surge in new fund issuances [3][11]. Fund Issuance Trends - The number of new fund issuances in the first three quarters of this year has nearly doubled compared to the same period last year, with a 90% increase in the amount raised [6][9]. - On October 9 alone, 23 new funds were launched, with over 80 products currently in the issuance process, reflecting a rapid pace in fund launches [5][6]. - The majority of new funds are equity products, with index funds making up over 70% of the total, including those tracking major indices and sectors like technology and renewable energy [6][9]. Market Activity and Performance - The A-share market experienced a significant increase in trading volume, with a daily turnover of 2.67 trillion yuan on October 9, marking the 36th consecutive trading day with turnover exceeding 2 trillion yuan [11]. - The market has shown strong year-to-date performance, with the Shanghai Composite Index up 17.32%, the Shenzhen Component Index up 31.79%, and the ChiNext Index up 52.31% [11]. Economic Outlook and Investment Opportunities - Analysts predict that the A-share market will remain active in the fourth quarter, driven by policy support and the upcoming third-quarter earnings reports [10][12]. - The "14th Five-Year Plan" is expected to provide new investment themes, particularly in sectors like AI, innovative pharmaceuticals, and military technology [12][13]. - There is a focus on sectors that are currently undervalued but have potential catalysts, such as solar energy, chemicals, and lithium batteries, which may present structural investment opportunities [13].