A股上行周期

Search documents
公募基金规模,突破36万亿元
Zhong Guo Zheng Quan Bao· 2025-09-25 16:09
9月25日,中国证券投资基金业协会发布的最新数据显示,截至8月底,我国公募基金资产净值合计 36.25万亿元,再创新高。这是我国公募基金总规模今年以来第五次创下历史新高,也是公募基金规模 首次突破36万亿元。 伴随2024年"924"行情启动,A股在全方位的政策支持、科技成长板块的崛起与流动性的持续改善下, 迎来了新一轮上行周期,反映市场情绪的关键指标在近期多次创下阶段性新高。2025年以来,公募基金 规模迭创纪录,权益类ETF规模不断提升,产品创新持续吸引"长钱"入市,形成"回报增、资金进、市 场稳"正向循环。 "近期市场上行,沪指连续突破关键点位。权益基金规模的增长,一方面来自权益基金净值的增长,另 一方面也有增量资金在借道ETF、主动权益基金等基金产品入市。"一位基金业内人士分析,近期,A股 市场快速升温,市场情绪有所回暖,风险偏好明显改善。未来,市场有望迎来不同方面的增量资金。在 市场的助力下,公募基金规模有望持续增长。 此外,协会数据显示,截至8月底,我国境内公募基金管理机构共164家,其中基金管理公司149家,取 得公募资格的资产管理机构15家。 值得一提的是,自2024年9月底以来,公募基金规模 ...
创50ETF(159681)收涨超2.7%,金融板块大爆发
Xin Lang Cai Jing· 2025-08-15 09:09
Group 1 - The core viewpoint indicates that the A-share market is in an upward cycle, with significant opportunities in the financial sector as valuations and performance are expected to improve [1] - The 创50ETF (159681) rose by 2.71%, while the underlying index components such as 指南针 (300803) increased by 20.00%, 同花顺 (300033) by 16.27%, and 捷佳伟创 (300724) by 10.86% [1] - Several brokerage firms are expected to report mid-year performance forecasts for 2025, with many anticipating a growth rate exceeding 100% for the first half of the year [1] Group 2 - As of June 30, 2025, the top ten weighted stocks in the 创业板50指数 (399673) accounted for 64.62% of the index, including 宁德时代 (300750) and 东方财富 (300059) [2] - The IPO market is showing signs of recovery, supported by stable capital market operations and strong performances from newly listed stocks [1]