今日早盘，A股三大指数低开高走，沪指盘中突破4000点，续创近10年新高，年内涨幅近20%，中证 A500指数震荡反弹，截至11:25，上涨0.3%。相关ETF中，A500ETF易方达（159361）日内成交额超20 亿元，净申购达1.5亿份，昨日净流入4.6亿元。 证监会主席吴清昨日在2025金融街论坛年会上表示，在风险再定价、资产再平衡过程中，稳健性和均衡 性日益成为资产配置的优先选项。在此过程中，A股、港股等中国资产持续重估，配置价值更加显现。 兴业证券表示，随着中美进行贸易谈判、美联储降息预期强化，海外扰动最大的时刻或已逐步过去；更 重要的是"十五五"公报积极定调提振信心、凝聚共识、夯实本轮行情向好的中长期叙事，后续仍应以我 为主、围绕"十五五"战略性布局。 中证A500指数由各行业市值较大、流动性较好的500只股票组成，覆盖93个中证三级行业中的91个，从 行业均衡视角反映A股各行业代表性公司的整体表现，其中信息技术、医药卫生等新兴产业权重较高， 兼顾"核心资产"与"新质生产力"。 跟踪以上指数的A500ETF易方达（159361）近日"吸金"势头强劲，且管理费率仅为0.15%/年，可助力投 资者低 ...

Group 1 - The core viewpoint is that with the ongoing US-China trade negotiations and the strengthening expectations of Federal Reserve interest rate cuts, the most turbulent times from overseas disturbances may be gradually passing [1] - The "14th Five-Year Plan" public report positively sets the tone to boost confidence, build consensus, and solidify the long-term narrative of the current market trend [1] - The previous risk-averse trading has led to a "rebalancing" that is gradually digesting structural cost-performance issues, suggesting a focus on the advantages of economic prosperity, industry trends, and policy support [1] Group 2 - The China Securities A500 ETF (159338) is highlighted as a tool for balanced allocation between growth and value, aiding investors in navigating market structural volatility [1] - According to the mid-2025 report, the total number of accounts for the Guotai China Securities A500 ETF ranks first among its peers, being more than three times that of the second place [1] - More investors are choosing the China Securities A500 ETF (159338), indicating growing interest in this investment option [1]