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沪指站上3900点,中证A500ETF(159338)流入近5000万份,近10日净流入超20亿元
Mei Ri Jing Ji Xin Wen· 2025-10-10 05:57
根据wind数据,中证A500ETF(159338)盘中流入4800万份,盘中净流入1500万份,资金抢筹更均衡的 大宽基。 后续市场赚钱效应或持续吸引资金入场,建议关注中证A500ETF(159338)等具代表性的宽基产品,把 握中国经济长期企稳向好的投资机遇。 从客户数量来看,根据2025年中报,国泰中证A500ETF总户数位列同类首位,是第二名的三倍多,更多 人选择中证A500ETF(159338),感兴趣的投资者或可关注中证A500ETF(159338)。 (文章来源:每日经济新闻) 国泰海通表示,9月份,制造业PMI为49.8%,比上月上升0.4个百分点,与过去三年同期均值大体相 当,涨幅基本符合季节性。往后看,中国股市不会止步于此,市场调整是机会,后续A/H股指还有望走 出新高。从结构性的投资机会上来看,风格不切换,新兴科技依然是主线,新兴产业进入新一轮资本开 支扩张周期;同时增配周期金融,金融板块在经历调整后,已基本回吐年中以来涨幅,股息回报潜在提 高,其对于配置类投资人而言具有重要价值,而反内卷的背后是经济治理思路的转变,看好供需格局改 善的周期品。 ...
全市场超3600只个股上涨
Di Yi Cai Jing Zi Xun· 2025-09-16 08:03
Market Overview - On September 16, the three major stock indices collectively rose, with the Shanghai Composite Index closing at 3861.87 points, up 0.04%, the Shenzhen Component Index at 13063.97 points, up 0.45%, and the ChiNext Index at 3087.04 points, up 0.68% [2][3] - The total trading volume in the Shanghai and Shenzhen markets reached 2.34 trillion yuan, an increase of 64 billion yuan compared to the previous trading day, with over 3600 stocks rising and more than 1600 stocks falling [2] Sector Performance - The internet e-commerce sector led the gains, with a rise of 4.33%, contributing a net inflow of 1.26 billion yuan, while the breeding industry and small metals sectors showed weakness [5][6] - Notable performers in the internet e-commerce sector included Li Ren Li Zhuang, which hit the daily limit, and other companies like Qingmu Technology and Kuaijingtong, which rose over 7% [6] - The humanoid robot sector also performed actively, with companies like Hengshuai Co., Anpeilong, and Hongchang Technology reaching daily limits of 20% [7] Individual Stock Highlights - North Rare Earth saw a decline of 4% with a trading volume of 12 billion yuan, while Cambrian's stock price fluctuated, closing at 1440 yuan with a trading volume of 20 billion yuan [8] - Several stocks, including Weike Technology and Jinghua New Materials, reached new highs [8] Capital Flow - Main capital inflows were observed in the computer, machinery equipment, and electronics sectors, while net outflows were noted in non-ferrous metals, electric power equipment, and basic chemicals [9] - Specific stocks with significant net inflows included Huasheng Tiancai, Zhongke Shuguang, and Gongxiao Daji, with inflows of 1.856 billion yuan, 1.325 billion yuan, and 1.124 billion yuan respectively [9] Institutional Insights - Guotai Junan noted that multiple factors are likely to support the continued performance of Chinese assets, emphasizing the acceleration of China's transformation and the demand for asset management [10] - Open Source Securities highlighted the importance of focusing on leading companies that align with the theme of "emotional consumption" amid a consumer recovery [11] - Guorong Securities pointed out the index fluctuations and the need to pay attention to structural risks [12]