股票指数基金投资

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财报更新,上市公司盈利增长情况如何?(精品课程)
银行螺丝钉· 2025-05-23 13:55
有朋友问,上市公司的定期报告有哪些,在哪里查看呢?过去几年,哪些公司赚钱了,哪些亏 钱了? 上市公司盈利增长恢复了么?盈利波动变化,我们该如何投资? 针对大家的这些疑问,螺丝钉也通过直播课,进行了讲解。 长按识别下面二维码,添加 @课程小助手 微信,回复「 0509 」即可观看直播回放。 (提示:回复后可以耐心等待几秒哦~) 上市公司定期报告 文 | 银行螺丝钉 (转载请注明出处) 前段时间,上市公司2024年年报和2025年1季报陆续公布了。 | | | 这些报告中的数据,可以帮助我们观察上市公司的盈利增长情况。 那么,上市公司的定期报告,该如何查询呢? 通常,有以下几种查询方式: 螺丝钉也会持续关注上市公司定期报告中的重要数据,及时分享给大家。 盈利长期增长,是市场上涨的主要动力 我们为什么要关注上市公司的盈利增长情况呢? 如果用一个公式,总结股票指数基金投资的收益来源,那就是: 指数基金净值=估值×盈利+分红 估值在一定范围内波动。 如果上市公司盈利增长,也会推动指数长期上涨。 指数长期上涨,更多的体现在 熊市 底部点数提升。 同样的熊市底部估值,指数点数提升,核心动力是上市公司的盈利增长。 以A股中证 ...
直播回放:财报更新,上市公司盈利增长情况如何?
银行螺丝钉· 2025-05-09 13:54
Group 1 - The core viewpoint of the article emphasizes the importance of listed companies' earnings growth as a primary driver for market performance [42] - The article discusses the four regular reports that listed companies publish annually: quarterly reports, semi-annual reports, three-quarter reports, and annual reports [3][5] - It highlights the stability of earnings growth in large-cap stocks, represented by the CSI 300 index, which has shown consistent positive growth over the past five years [21] Group 2 - The overall earnings situation of A-shares is observed through the CSI All Share Index, with a notable decline in earnings growth in 2024 compared to 2023, approximately 0.23% [18] - Mid-cap stocks, represented by the CSI 500 index, experienced significant fluctuations in earnings, with a notable increase of 6.5% in the first quarter of 2025 after a decline in previous years [24] - Small-cap stocks, represented by the CSI 1000 index, showed a dramatic increase of 68% in earnings in 2021, but faced consecutive declines in 2023 and 2024, with a recovery of about 16% in the first quarter of 2025 [27][28] Group 3 - The article notes that the leading strategy, represented by the CSI A500 index, typically shows higher earnings growth than the overall market, although it has seen a decrease in growth rates from 2022 to 2024 [30] - The dividend strategy, represented by the CSI Dividend Index, has shown stable earnings growth in recent years, contrasting with its performance during the 2019-2020 period [34] - The consumer sector has experienced significant earnings volatility, with a recovery in net profits in the first quarter of 2025 after a decline in 2021 due to external factors [36]