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“924”行情一周年,诞生1431只翻倍股,187股下跌
(原标题:"924"行情一周年,诞生1431只翻倍股,187股下跌) 2024年9月24日,一揽子金融政策出台,开启A股新一轮行情。一年来,A股市场交出亮眼答卷:主要指数全线飙升,总市值突破百万亿元大关, 超1400只个股实现翻倍,微观活力与结构性牛市特征显著。 A股总市值突破百万亿元,北证50指数涨幅超150% 各项利好政策催化下,A股主要指数均实现跨越式涨幅。上证指数累计上涨39.03%,深证成指涨62.31%,北证50指数、科创50指数、创业板指涨 幅均超100%,其中北证50指数以158.01%的涨幅领跑各主要指数,市场整体呈现"成长强于价值"的特征。 与此同时,A股市场总规模从2024年9月24日的70.79万亿元增至103.92万亿元,增加33.13万亿元。万亿市值俱乐部再添三席,扩容至10家,宁德时 代、工业富联、招商银行新晋入围,彰显龙头企业的估值修复动能。 电子、传媒等七大行业涨幅超100%,石油石化垫底 从行业层面看,31个申万一级行业全部收涨,但行业间涨幅差异悬殊。电子、综合、传媒三大行业以203.35%、177.08%、129.05%的涨幅领跑, 而传统周期板块相对逊色,石油石化、煤炭 ...
年内涨幅超20%的中证2000增强ETF(159552)规模暴增逾3倍,资金连续4日加码小微盘方向
Sou Hu Cai Jing· 2025-06-20 02:21
Group 1 - Small-cap stocks have regained upward momentum, with the CSI 2000 Enhanced ETF (159552) rising by 0.57% as of 9:36 AM on June 20, reflecting strong market interest and a net inflow of approximately 10 million over four consecutive days [1] - The core logic behind the recent strength in small and mid-cap stocks is attributed to the continuation of a loose liquidity environment, a rebound in market risk appetite, and the release of risks associated with quarterly reports [1] - The People's Bank of China has emphasized the use of an appropriately loose monetary policy, indicating that there may still be opportunities for reserve requirement ratio (RRR) cuts and interest rate reductions throughout the year, which could sustain the elasticity of small-cap stocks [1] Group 2 - The CSI 2000 Enhanced ETF (159552) tracks the performance of a selection of smaller market capitalization stocks in the A-share market, aiming to achieve excess alpha while capturing the index beta [1] - The ETF offers higher capital utilization and lower transaction costs compared to traditional index-enhanced funds, making it an effective investment tool for index enhancement strategies [1] - The招商旗下指增类基金 employs a multi-factor model for stock selection and portfolio optimization, focusing on traditional fundamental, technical, and advanced machine learning factors to achieve long-term stable excess returns [2]