Workflow
低波慢牛
icon
Search documents
A500ETF基金(512050)红盘震荡,央行:灵活高效运用降准降息等多种货币政策工具
Mei Ri Jing Ji Xin Wen· 2026-01-07 05:39
新一代核心宽基A500ETF基金(512050)助力投资者布局A股核心资产、高效捕捉市场增长红利。该 ETF精准跟踪中证A500指数,指数采用"行业均衡配置+龙头优选"双策略,涵盖A股行业龙头,兼顾价 值与成长,实现对各细分领域的均衡配置。超配AI产业链、医药生物、电网设备新能源、医药等新质 生产力赛道,形成天然哑铃型投资结构。该基金具备三大核心亮点:费率低廉(综合费率0.2%),流 动性充裕(近一月日均成交超50亿元),规模领先(超400亿元),是把握A股估值提升机遇的高效投 资选择。 政策层面再度释放积极信号。1月5日-6日,2026年中国人民银行工作会议召开,会议强调,把促进经济 高质量发展、物价合理回升作为货币政策的重要考量,灵活高效运用降准降息等多种货币政策工具,保 持流动性充裕,保持社会融资条件相对宽松,引导金融总量合理增长、信贷投放均衡,使社会融资规 模、货币供应量增长同经济增长和价格总水平预期目标相匹配。 1月7日,沪指震荡向上冲击14连阳,A500ETF基金(512050)红盘震荡,截至13点15分,上涨0.08%, 盘中成交额超100亿元。持仓股南大光电20cm涨停,东方日升、鼎龙股份、中 ...
股市面面观|沪指再创十年新高 2026年“低波慢牛”成共识
Market Overview - A-shares experienced a collective rise on November 13, with the Shanghai Composite Index closing at 4029.5 points, up 0.73%, and reaching a peak of 4030.4 points, marking a ten-year high [1][2]. Industry Performance - The lithium battery supply chain saw a significant surge, with the energy metals sector index rising by 7.89%. Key stocks in the upstream lithium sector, such as Tianhua New Energy, surged over 19%, while others like Rongjie Co., Shengxin Lithium Energy, and Shengtun Mining hit the daily limit [5][6]. - The midstream battery sector also performed well, with the leading company, CATL, increasing by over 8% and closing up 7.56%, with a trading volume exceeding 22.9 billion yuan [5]. Price Trends - The price of lithium hexafluorophosphate has reportedly doubled recently, with some market quotes reaching 150,000 yuan per ton. The mainstream transaction price has also significantly increased since mid-October [7]. - Prices for electrolyte solvents such as VC and FEC have risen sharply, with VC rebounding 77% from its low of 48,700 yuan per ton in June to 86,000 yuan per ton by November 12, and FEC increasing 64% from 33,000 yuan per ton to 54,000 yuan per ton in the same period [7]. Stock Contributions - Despite the lithium battery sector leading the market, the top contributors to the Shanghai Composite Index included stocks from various sectors, with Zijin Mining contributing the most at 1.78 points, followed by SMIC and others from sectors like semiconductor and insurance [8][9]. Market Sentiment - The market is currently characterized by a strong performance in the Shanghai Composite Index, while the Shenzhen Component and ChiNext indices have not seen similar gains, indicating a trend of strength in the Shanghai market compared to the others [9]. - The Shanghai Dividend Index has continued to rise, increasing nearly 4% in November and 8.92% since the beginning of the fourth quarter, suggesting a return of dividend-focused investment strategies [9].