炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 01 10月22日，受国际金价下跌影响，黄金ETF再度集体下挫，跌幅榜前十均为黄金ETF。 02 尽管本周以来黄金ETF大幅下跌，但资金呈现"越跌越买"的态势，多只黄金ETF获资金加码。 03 多只债券型ETF交投活跃，科创债ETF汇添富（551520）和科创债ETF国泰（551800）换手率均超过 100%。 黄金ETF集体下挫 10月22日，市场震荡调整，盘面上，石油、银行、地产等板块逆势上涨，煤炭、有色、券商、半导体等 板块走低。 | 代码 | 名称 | 今日涨幅 (%) | 今日IOPV溢折率 (%) | | --- | --- | --- | --- | | 159507.SZ | 通信ETF广发 | 4.77 | 0.08 | | 159660.SZ | 纳指100ETF | 1.86 | 4.19 | | 513520.SH | 日经ETF | 1.69 | 7.42 | | 159501.SZ | 纳指ETF嘉实 | 1.53 | 3.36 | | 513880.SH | 日经225ETF | 1.51 | 5.01 | ...

Core Viewpoint - The overall sentiment among brokerage strategies is optimistic about the market outlook, with a focus on balanced asset allocation and the importance of monitoring new strategic themes related to resource and supply chain security in China [1][2]. Group 1: Market Sentiment and Strategic Shifts - The recent experience from TACO and increased confidence in China have led to investor hesitation in reallocating assets, creating opportunities in dividend sectors [1]. - The easing of tensions in U.S.-China relations, particularly with Trump's recent comments on tariffs, suggests that the most disruptive period may be passing, which could enhance market risk appetite [2][3]. - The upcoming political events and economic reports, including the Fourth Plenary Session and third-quarter earnings, are expected to catalyze positive market sentiment [1][2]. Group 2: Sector Focus and Investment Opportunities - Analysts emphasize the importance of focusing on sectors that are likely to benefit from internal certainty, such as technology growth and future industry investments, particularly in the context of a potential "slow bull market" [2][3]. - The construction of a "stable market mechanism" and improvements in investor return systems are highlighted as key factors supporting the current market dynamics, differentiating this cycle from previous ones [2][3]. - There is a recommendation to pay attention to low-valued sectors that may attract capital inflows, particularly in the context of a structural rebalancing of the market [2][3].