东吴证券指出，技术择时模型显示，市场整体情绪较为亢奋，可能出现波动加剧的情况，但中期趋势仍 然良好，大趋势保持健康上涨。风格指数方面，成长风格表现突出，大盘成长指数涨幅达4.77%，而大 盘价值指数涨幅仅为1.56%，显示市场偏好成长型资产。行业层面，通信、电子等科技行业领涨，涨幅 分别达10.84%和8.95%，而房地产、煤炭等传统行业表现较弱。当前市场环境与2019-2020年高景气度投 资盛行的牛市类似，结构性行情将持续涌现，建议关注成长风格配置。 300增强ETF（561300）不仅紧跟沪深300指数，还叠加了量化策略，试图在优质beta的基础上追求超额 收益。 没有股票账户的投资者可关注国泰沪深300增强策略ETF发起联接A（021847），国泰沪深300增强策略 ETF发起联接C（021848）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相 匹配的产品。基金有风险，投资 ...

Group 1 - The core viewpoint is that the CSI 300 index, as a broad-based index, demonstrates stable performance in dividend strategies, with a high weight in the banking sector and significant representation from coal and transportation industries [1] - High dividend-paying companies exhibit a return on equity (ROE) significantly above the industry average, showcasing strong cash flow protection and creating a positive cycle of stable earnings, continuous dividends, and improved ROE [1] - The CSI 300 Enhanced ETF (561300) tracks the CSI 300 index (000300), which consists of 300 large-cap, liquid securities from the Shanghai and Shenzhen markets, covering approximately 48% of the total market capitalization of A-shares [1] Group 2 - The industry distribution of the CSI 300 index is broad, encompassing cyclical sectors such as finance, materials, and industrials, while also increasing the weight of emerging sectors like information technology and healthcare as the economic structure transforms [1] - Investors without stock accounts can consider the Guotai CSI 300 Enhanced Strategy ETF Initiated Link A (021847) and Guotai CSI 300 Enhanced Strategy ETF Initiated Link C (021848) [1]