根据最新披露的公募基金2025年中期报告，今年上半年，中央汇金通(9.700, 0.01, 0.10%)（维权）过单 一资产管理计划加仓了白酒和化工等ETF。 根据此前发布的公募基金二季报，今年二季度，中央汇金 豪买宽基ETF，仅4只沪深300ETF和华夏上证50ETF，中央汇金就豪买约1500亿元，成为稳定市场的中 流砥柱。（上证报） ...

成下载服"官手" 世界官正之星星星奇偷 的政策是最新的! 众所周知国内ETF市场在这两年持续大扩容, 低成本、低踩雷风险、投遍全球等优势想必你也 早已听腻了。但今天,我们要告诉你一个更残酷 的真相,ETF之所以适合普通散户,真正的原因是 普通散户存在认知维度单一,投资能力不强,显 得总是"弱弱的"。 手拿着子的人。 正如开头语境所示,关于ETF今天我们并不想 跟你反复聊一些老生常谈的事,而是想跟你聊点 与众不同的、掏心窝子的话。且看本文标题-放下 四月节号 艺术中共中国十八十九十年一八九時，贺共 | と以 | | --- | | 种! | 股民B以互联网轻资产标准审判银行, 就像指责猪为什么不会飞; 股民C把技术分析当成万能钥匙, 实则连锁眼都没找对。 而这,就是认知单一的散户朋友们,他们弱在 体系化认知上的局限性,弱在自我认识的不清晰, 弱在总是拿着锤子,看啥都像钉子。这个群体普遍 日常工作很忙,时间有限,从未系统性学习,对投 资认知不高,但是瘾头很大,总是呈现出今天迷信 基本面的好,明天偏信技术分析的妙,大后天一实 操,"一锤子"下去大力未出奇迹,却在"锤子" 的更迭中"血流成河"。 >> 放下选股锤音。 ...

Core Insights - The report emphasizes the strategic allocation of ETFs in various sectors, recommending a focus on liquor, real estate, and white goods for the upcoming week [2] - The model portfolio for the week of July 28, 2025, includes continued holdings in real estate ETFs and the addition of oil and gas ETFs, indicating a shift in market focus [2][5] - The report highlights a cumulative return of approximately 1.40% for the strategy from July 21 to July 25, 2025, with an excess return of -0.32% compared to the CSI 300 ETF [2][5] ETF Strategy Summary - The report outlines specific ETFs and their respective values, with the liquor ETF valued at 32.58 billion, real estate ETF at 6.83 billion, and tourism ETF at 30.84 billion, among others [2] - The report provides a detailed performance tracking of various ETFs, indicating that the average return for the ETFs was 1.40% during the specified period [5] - The report includes a table of ETFs with their current holdings and performance metrics, showing that the real estate ETF has a holding signal of 100% and the liquor ETF has a holding signal of 55.71% [2][5]