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重磅利好!额度来了!
中国基金报· 2025-06-26 15:33
有业内人士表示,目前尚未得知银行及保险、信托机构此次获批的额度,待国家外汇局 披露完整数据之后 ,可以知悉此次QDII额度发放的整 体情况。 | 序号 | 机构名称 | 本次获批额度 累计获批额度 | | | --- | --- | --- | --- | | 1 | 易方达基金管理有限公司 | 0.5 | 77.8 | | 2 | 中国国际金融股份有限公司 | 0.5 | 27.5 | | 3 | 中信证券资产管理有限公司 | 0.5 | 13.3 | | 4 | 上海光大证券资产管理有限公司 | 0.5 | 6.4 | | 5 | 华泰证券(上海)资产管理有限公司 | 0.5 | 10 | | 6 | 财通证券资产管理有限公司 | 0.5 | 0.5 | | 7 | 长信基金管理有限责任公司 | 0.5 | 7.5 | | 8 | 富国基金管理有限公司 | 0.5 | 22.3 | | و | 中欧基金管理有限公司 | 0.5 | 9.1 | | 10 | 博时基金管理有限公司 | 0.5 | 37.7 | | 11 | 睿远基金管理有限公司 | 0.5 | 0.5 | | 12 | 汇添富基金管理股份有 ...
美股ETF连发溢价“预警”!收复年内失地后,美股后市怎么看?
券商中国· 2025-06-26 03:54
Core Viewpoint - Recent trends show a significant increase in premium risks for US stock-related ETFs, with some products experiencing frequent trading halts due to high premiums, indicating a shift in investor behavior towards secondary market trading amid restrictions on fund purchases [1][2][4]. Group 1: Premium Risks and Market Behavior - Multiple US stock-related ETFs have issued premium risk warnings, with the Invesco S&P Consumer Select ETF reporting a premium rate of 21% as of June 25 [3][4]. - The current premium rates for various ETFs include 13.85% for the Guotai S&P 500 ETF, with several other funds exceeding 5% [4]. - The surge in premiums is linked to restrictions on fund purchases, leading investors to turn to secondary markets, which further drives up premiums due to high demand [4]. Group 2: Market Outlook and Investment Strategy - Despite a reduction in short-term return expectations for US stocks, a long-term positive outlook remains, particularly in light of the recent recovery of major indices [2][7]. - The potential for a "soft landing" in the US economy is crucial for the future performance of US stocks, with uncertainties surrounding political policies and global economic trends posing risks [7][8]. - The anticipated easing of monetary policy and the rise of AI as a key growth driver are seen as factors that could support the resilience of US tech stocks, particularly those represented in the Nasdaq 100 index [8].