再通胀交易预期
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三大指数早盘涨跌不一,中证A500指数下跌0.18%,3只中证A500相关ETF成交额超40亿元
Sou Hu Cai Jing· 2025-12-09 04:04
Group 1 - The three major indices showed mixed performance in early trading, with the Shanghai Composite Index experiencing narrow fluctuations and the CSI A500 Index declining by 0.18% [1] - The computing hardware sector saw a resurgence, while the retail sector remained active; conversely, local stocks in Hainan collectively adjusted, and the non-ferrous metals sector weakened [1] - As of the morning close, ETFs tracking the CSI A500 Index experienced slight declines, with 13 related ETFs having transaction volumes exceeding 1 billion yuan, and 3 surpassing 4 billion yuan [1] Group 2 - A brokerage firm indicated that the dual-driven main line of technology and cyclical sectors will continue, with the relative profitability and prosperity advantages of technology expected to persist amid a global tech cycle [2] - The cyclical industry is anticipated to benefit from expectations of "de-involution," alongside marginal recovery in PPI and re-inflation trading expectations [2] - Specific transaction data for CSI A500 ETFs showed varying performance, with the A500 ETF Huatai-PB at 49.74 billion yuan, A500 ETF Fund at 48.22 billion yuan, and CSI A500 ETF at 40.08 billion yuan [2]