中盘成长

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南方基金:是时候亮出这个高弹性工具了!
Sou Hu Cai Jing· 2025-07-10 02:06
所以大家对"高弹性工具"的需求一下子上来了,毕竟行情活跃的时候,谁不想抓住那些能跑更快的指数呢? 最近的A股很热闹,昨天沪指盘中一度站上3500点,创去年11月以来新高。虽然午后大盘回落,但创业板指还是收红盘。(数据来源:Wind,截至 2025.07.09,过往数据不预示未来。) 当下这个行情,南南认为成长风格还是相对占优的,像创业板这类高弹性板块,近期表现在大部分时间里要更出彩一些。 今天就给大家介绍一位高弹性选手——创业200指数。 老话说得好,"好货不怕比",相信大家平时在选择标的指数的时候,也经常使用"指数比较"这个功能,今天南南就把创业200拉出来掰头下,看看有几斤几 两。 提到高弹性,很多人第一反应是科创50,那这两位到底有啥不一样?下面就先来聊聊。 南南先把双方各方面的条件罗列一下: | | 创业200 | | | --- | --- | --- | | 选样范围 | 创业板 | 科创板 | | 成份个数 | 200 | 50 | | 指数定位 | 聚焦创业板中小盘 | 汇聚科创龙头 | | 自由流通市值中位数 | 91.62亿元 | 211.62亿元 | | 第一权重行业 | 电子(64.4 ...
创业板指数反弹涨超1%,创业板ETF建信(159956)配置机遇备受市场关注,成长风格有望逐步走强
Xin Lang Cai Jing· 2025-07-03 04:42
Group 1 - The ChiNext Index (399006) experienced a strong increase of 1.36% as of July 3, 2025, with notable gains from stocks such as Lens Technology (300433) up 8.41%, Huali Group (300979) up 5.81%, and Tianfu Communication (300394) up 5.45% [1] - The ChiNext ETF (159956) has shown active performance with a significant increase in trading volume, reflecting a 3.36% rise in the ChiNext Index over the past two weeks [1] - The China Securities Regulatory Commission (CSRC) announced the formal implementation of a third set of standards for the ChiNext, which supports the listing of high-quality, unprofitable innovative enterprises, enhancing the inclusivity and adaptability of the system for quality tech companies in the Guangdong-Hong Kong-Macao Greater Bay Area [1] Group 2 - Looking ahead, the market is expected to encounter clearer trading opportunities in July, although uncertainties may increase, with pricing likely to focus on "internal policy developments + mid-year performance disclosures + external changes" [1] - There may be a shift in market dynamics with small-cap stocks potentially loosening their grip, and market capitalization style possibly tilting towards mid-cap stocks, as historical trends indicate that mid-cap growth styles tend to outperform in July [1]
中盘成长风格相对占优,500质量成长ETF(560500)红盘蓄势,成分股恺英网络10cm涨停
Sou Hu Cai Jing· 2025-06-30 04:01
截至2025年6月30日 11:26,中证500质量成长指数(930939)上涨0.59%,成分股恺英网络(002517)10cm涨停,景旺电子(603228)上涨7.86%,神州泰岳(300002) 上涨6.76%,浙江鼎力(603338)上涨5.18%,科达利(002850)上涨3.86%。500质量成长ETF(560500)上涨0.51%,最新价报0.98元。 华西证券表示,展望后市,随着全球降息空间再度打开,A股"稳中向好"延续。海外方面,尽管美联储内部分歧仍较大,但随着区域风险降温和油价回落, 市场已开启降息交易。国内方面,受益于中长期资金的持续入市,年初至今A股指数中枢逐渐抬升。上周A股成交放量和赚钱效应抬升,投资者风险偏好明 显回暖并再度打开震荡中枢上沿。 浙商证券认为,中盘成长风格相对占优。7月份市场将迎来一些更为清晰的交易抓手,但同时不确定因素也将有所增多,定价主线可能会围绕"内部政策酝酿 +中报业绩披露+外部变化升温"做文章,市场波动率也可能随之放大。配置方面,建议投资者以银行为压舱石,券商找节奏,看多TMT。 值得注意的是,该基金跟踪的中证500质量成长指数估值处于历史低位,最新市净率P ...