ETF定投策略

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以ETF定投助力“长钱长投、定投中国”,博时基金举办太原站投顾沙龙
Sou Hu Cai Jing· 2025-09-01 06:04
Group 1 - The event "King's Little Two Club National Tour Investment Salon" was held in Taiyuan, focusing on ETF investment strategies and allocation directions, coinciding with significant milestones in the A-share market and ETF total scale [1][6] - As of August 25, the total scale of ETFs in the market has surpassed 5 trillion yuan, reflecting a growth of over 1 trillion yuan since the end of last year, with an increase of nearly 30% [6] - The salon featured experts from various institutions, including Shenzhen Stock Exchange and Bosera Fund, discussing ETF investment strategies and asset allocation methodologies [3][4] Group 2 - The salon included a presentation on the latest developments in the Shenzhen ETF market and key ETF products [7] - A discussion on asset allocation strategies was led by Dongwu Securities' chief strategist, addressing the impact of various economic factors on asset allocation [9] - Bosera Fund's manager shared insights on ETF investment strategies, particularly focusing on gold ETFs and their role as a hedge against economic uncertainties [11][13] Group 3 - The event also featured a session on investment advisory practices, providing a comprehensive analysis of the investment advisory methodology from a brokerage perspective [14] - Interactive activities were organized to engage participants, fostering a lively atmosphere for discussions on ETF investment [16][18] - The salon included fun activities and giveaways, enhancing participant engagement and community building [20]
【投顾沙龙·太原站】风动市场新,投资共赢金
新财富· 2025-08-22 13:01
Core Viewpoint - The article emphasizes the growing interest among investors in utilizing ETFs (Exchange-Traded Funds) as a strategy for wealth accumulation amidst a volatile market environment [2]. Event Details - The event titled "Windy Market New, Investment Win-Win Gold" is scheduled for August 28, 2025, from 13:00 to 16:20 at the Sheraton Hotel in Taiyuan [3][9]. - The event will feature in-depth discussions on ETF investment strategies and market trends, aiming to help participants navigate wealth growth opportunities [2][3]. Guest Speakers and Topics - Zhao Huanhuan, Senior Manager of the Fund Department at Shenzhen Stock Exchange, will present on "Introduction to the ETF Market and Key Products," focusing on new trends in ETF market development [6]. - Chen Gang, Chief Strategy Analyst at Dongwu Securities, will discuss "Breaking and Establishing Asset Allocation in the New Era," exploring effective asset allocation strategies [6]. - Wang Xiang, Fund Manager at Bosera Fund's Index and Quantitative Investment Department, will share insights on "ETF Investment Strategies and Value," analyzing ETF allocation logic and investment opportunities [6]. - Zhang Xiaofeng, a star investment advisor from China Galaxy Securities, will provide a comprehensive analysis from "Professional Methodology to Practical Business Development," sharing experiences in achieving business breakthroughs [6]. Interactive Activities - The event will include engaging activities such as a check-in interaction, gift giveaways, and a community red envelope rain, creating a lively atmosphere for participants [3][4].
共探ETF投资密钥 深交所“ETF大讲堂”走进青岛
Xin Lang Ji Jin· 2025-05-21 08:02
Core Viewpoint - The event "ETF Lecture Hall" in Qingdao aims to enhance understanding of ETF investment strategies and promote long-term investment through systematic investment plans, contributing to the high-quality development of the capital market [1][3]. Group 1: ETF Characteristics and Market Trends - ETFs are characterized by diversification, good liquidity, low cost, and high transparency, leading to a significant increase in their recognition and acceptance due to ongoing policy benefits and market optimization [3]. - The Shenzhen Stock Exchange (SZSE) is expanding its index toolbox to meet diverse risk preferences, focusing on transforming ETF systematic investment from a niche strategy to a mainstream tool for investors [3][5]. Group 2: Investment Strategies and Insights - The fund manager from Harvest Fund shared insights on asset performance and allocation strategies in different market environments, emphasizing the importance of asset allocation in the current era of scarce alpha [3]. - The concept of systematic investment in index funds, as advocated by Warren Buffett, is gaining traction among ordinary investors, with ETF systematic investment strategies expected to play a crucial role in fostering long-term investment mindsets [3][5]. Group 3: Industry Engagement and Investor Education - The SZSE is committed to investor-centric initiatives, conducting activities like "Walking into Component Stock Companies" to enhance communication between investors and listed companies, thereby supporting the development of a modern industrial system [5]. - The collaboration between SZSE and Harvest Fund in these educational activities is part of a broader effort to implement inclusive finance and build a robust ETF ecosystem [5][6].
深交所联合蚂蚁投教基地启动“打卡定投”投教活动
Nan Fang Du Shi Bao· 2025-05-16 11:31
活动页面创新采用"虚拟店铺"场景化设计,投资者点击店铺不同区域,即可进入模拟商业街区界面。界 面内设置易方达、富国等八大基金公司专属店铺,每家店铺通过三维建模还原真实办公场景,投资者点 击不同区域可触发ETF知识问答、科普短视频等交互内容。用户在活动页面上浏览点击并答题,回答正 确3题可获得打卡成就。 南都·湾财社记者从深圳证券交易所(下称"深交所")获悉,5月15日,深交所基金管理部携手蚂蚁投教 基地正式推出"打卡定投"投资者教育活动。 本次活动由深交所基金管理部担任指导单位,蚂蚁投教基地为主办平台,并汇聚易方达基金、富国基 金、华夏基金、广发基金、南方基金、嘉实基金、景顺长城基金、银华基金等多家头部基金公司共同参 与。该活动以ETF定投策略的长期性、稳定性特征为切入点,旨在通过创新形式帮助广大投资者深入了 解ETF投资工具及其定投策略,培育理性投资理念。 据活动安排,本次投资者教育专项行动将持续至6月30日,为期一个半月,为投资者提供充裕的参与时 间。投资者可通过两种方式进入活动页面:一是在支付宝首页搜索"打卡定投"关键词;二是扫描官方发 布的活动二维码(链入二维码)。 此次投教活动是资本市场投资者教育工 ...