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惊现“堆量挖坑”?年内涨超20%的银行AH优选ETF(517900)获主力连续18日扫货
Sou Hu Cai Jing· 2025-06-30 02:06
Core Viewpoint - The banking sector experienced a significant drop of nearly 3%, leading the market decline, while the only bank AH preferred ETF (517900) with over 20% gains this year saw a surge in trading volume, reaching a three-year high [1]. Group 1: Market Analysis - The increase in trading volume at the price bottom typically indicates a potential price rise as volume increases [1]. - The recent strong adjustment in bank stocks is attributed to the fact that the market value of AH bank stocks held directly by risk capital accounts for 25% [1]. - The attractiveness of these bank stocks lies in their valuation advantage at 0.7 times the price-to-book ratio, stable dividend yield, and characteristics similar to a stabilizing fund [1]. Group 2: Future Outlook - Short-term adjustments due to overbuying may last for several weeks; however, the medium to long-term outlook remains positive due to factors such as declining risk-free interest rates and expectations of state support [1]. - The bank AH preferred ETF (517900) has a dividend yield of 6.51% as of the end of May, reflecting a rotation strategy in the AH market that prioritizes undervalued stocks [1]. - Investors can access this through linked funds (Class A: 016572; Class C: 016573) [1].