消费供需适配
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港股消费主题早盘走强,港股消费ETF(159735)盘中涨超1%,年内基金份额增长逾140%
Mei Ri Jing Ji Xin Wen· 2025-12-01 02:32
投资者可以通过港股消费ETF(159735)一键布局港股消费板块上行机遇。 受盘面影响,港股消费ETF(159735)盘中涨超1%。Wind数据显示,该产品年内份额增长逾140%,吸 金4.66亿元。 港股早盘震荡走强,消费板块涨幅居前,老铺黄金涨超5%,思摩尔国际涨超4%,波司登、同程旅行、 中国旺旺、申洲国际、周大福、华润啤酒等涨超2%。 港股消费ETF(159735)跟踪中证港股通消费主题指数,该指数从港股通证券范围内选取流动性较好、 市值较大的50只消费主题相关证券作为指数样本,以反映港股通内消费类上市公司证券的整体表现。 消息面上,近日,工业和信息化部等六部门制定了《关于增强消费品供需适配性进一步促进消费的实施 方案》,提出到2027年,消费品供给结构明显优化,形成3个万亿级消费领域和10个千亿级消费热点, 打造一批富有文化内涵、享誉全球的高品质消费品;到2030年,供给与消费良性互动、相互促进的高质 量发展格局基本形成,消费对经济增长的贡献率稳步提升。 有券商表示,本次政策所提及的系列供需适配实施方案,聚焦新兴技术发展潜力、市场热点产业链延 伸、基础市场场景结合创新与指引方向深化、消费端目标客群延 ...
和讯投顾王宝钗:周末大事总结,务必提前看!
Sou Hu Cai Jing· 2025-11-16 14:14
Group 1 - The Ministry of Finance is actively promoting fiscal reform and management to accelerate the construction of a high-level socialist market economy system, indicating strong support for the market [1] - The central bank will conduct a 800 billion yuan reverse repurchase operation on November 17, with a term of six months, which may be interpreted as a small-scale reserve requirement cut [1] - There is an emphasis on enhancing the adaptability of supply and demand for consumer goods, which is seen as an effective means to release consumption potential and facilitate economic circulation [1] Group 2 - The latest IPO developments from Muxi Moer County are generating significant interest, with related enterprises expected to benefit directly [2] - Huawei is set to release a groundbreaking technology in the AI field aimed at improving the efficiency of computing resource utilization, which may attract short-term speculative investments [2]