中国完善社会保障激发内需潜力

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A500指数ETF(159351)近2周规模增长同类第一,成分股万泰生物涨停
Sou Hu Cai Jing· 2025-06-05 02:42
流动性方面,A500指数ETF盘中换手3.53%,成交5.22亿元。拉长时间看,截至6月4日,A500指数ETF近1周日均成交27.77亿元,居可比基金前2。 规模方面,A500指数ETF近2周规模增长3.57亿元,实现显著增长,新增规模位居可比基金第一。份额方面,A500指数ETF近2周份额增长5.31亿份,实现显 著增长,新增份额位居可比基金第一。 资金流入方面,A500指数ETF最新资金净流入2888.58万元。拉长时间看,近4个交易日内有3日资金净流入,合计"吸金"1.96亿元。 截至2025年6月5日 10:16,中证A500指数上涨0.02%,成分股万泰生物涨停,安克创新上涨5.99%,蓝思科技上涨4.77%,睿创微纳上涨4.71%,信维通信上 涨4.21%。A500指数ETF(159351)红盘震荡。 数据显示,截至2025年5月30日,中证A500指数前十大权重股分别为贵州茅台、宁德时代、中国平安、招商银行、美的集团、长江电力、兴业银行、比亚 迪、紫金矿业、东方财富,前十大权重股合计占比21.21%。 券商2025年中期策略会拉开序幕。从策略会内容看,券商普遍看好今年下半年A股市场,认为中国资 ...
中信证券2025年资本市场论坛:多重积极因素正在累积
Xin Hua Cai Jing· 2025-05-28 09:36
Core Insights - The 2025 Capital Market Forum hosted by CITIC Securities focuses on the theme "Forge Ahead in a New Era," discussing the mid-term outlook for the US-China economy, global macroeconomic and strategic landscape, as well as the A-share and Hong Kong-US stock markets [1] Group 1: Economic Outlook - CITIC Securities' General Manager, Zou Yingguang, emphasizes that China is responding to external uncertainties with high-quality development, showcasing new policy approaches and a significant improvement in the capital market ecosystem [1] - Chief Economist Mingming notes that the global economy is undergoing deep restructuring, with China's economy showing signs of recovery amidst challenges, including resilient retail consumption and infrastructure investment [2] - The forecast for China's GDP growth in 2025 is around 5.0%, supported by potential fiscal policy enhancements in consumption, social security, and technological innovation [2] Group 2: Market Strategies - The A-share market is expected to maintain a favorable valuation compared to other asset classes, with a predicted downward trend in government bond yields [2] - Chief A-share Strategist Qiu Xiang anticipates a significant upward trend in Chinese equity assets starting in Q4 2025, driven by synchronized economic and policy cycles across major economies [3] - Recommended investment strategies include focusing on long-term trends such as enhancing China's technological capabilities, European defense autonomy, and improving social security to stimulate domestic demand [3][4] Group 3: Global Economic Context - The ongoing trade conflicts are likely to reshape the global industrial landscape, with a trend towards "rebalancing" of global assets [3] - The forum features discussions on various economic hotspots, including macro strategies, US-China relations, trade war implications, energy transitions, and innovations in healthcare and consumption [5]