连锁药店赛道

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连锁药店赛道再获公募关注;朱少醒加仓普源精电
Mei Ri Jing Ji Xin Wen· 2025-05-09 07:16
Group 1 - Xinda Australia Fund announced that Wei Qingkong has transitioned from Vice General Manager to Chief Marketing Officer as of May 7 [1] - Major public funds such as E Fund, GF Fund, and Huaxia Fund have shown increased interest in chain pharmacy companies since late April, with some fund managers allocating a significant portion of their portfolios to this sector [1] - Guotai Fund has adjusted the minimum subscription and redemption unit for its ETF, increasing it from 1 million to 2 million units effective May 12 [1] Group 2 - The market experienced fluctuations with the Shanghai Composite Index down by 0.3%, the Shenzhen Component down by 0.69%, and the ChiNext Index down by 0.87%, with total trading volume at 1.19 trillion yuan, a decrease of 101.4 billion yuan from the previous trading day [2] - The S&P Oil & Gas ETFs led the market with a gain of 2.96%, while bank stocks performed well, with institutions like China Construction Bank and Jiangsu Bank reaching historical highs [2][3] Group 3 - The military industry ETFs saw a decline of 3%, and semiconductor-related ETFs experienced a broad pullback [4] - The focus on risk management in key sectors such as real estate and foreign trade is expected to alleviate concerns regarding the quality of bank assets, potentially enhancing the value of bank-related ETFs [5] Group 4 - The new fund "Guotai Ruijin CSI A500 Index Enhanced" is set to launch, managed by Yin Ruifei, with a performance benchmark linked to the CSI A500 Index and a portion allocated to bank deposits [6] - The "Fuguo Balanced Investment Mixed Fund," managed by Fan Yan, aims to achieve returns based on a mix of indices including the CSI 300 and Hang Seng Index [7]