7月10日（周四），A股震荡攀升，地产股掀涨停潮；银行股再度发力，工行、中行、建行、农行等创 历史新高；光模块CPO概念延续活跃态势。截至收盘，上证指数涨0.48%报3509.68点，盘中创9个月新 高；深证成指涨0.47%，创业板指涨0.22%，中证A500指数涨0.44%，市场成交额1.52万亿元。热门ETF 中，A500ETF基金（512050）单日成交额超37亿元位居同类第一，近1周规模增长1.26亿元。 兴业证券策略团队近期研报指出，关税风波后，国内经济呈现超预期韧性，花旗中国经济超预期指数显 著攀升并持续高位运行，大幅高于历史均值水平。并且，近期涉及地产、消费、资本市场等各领域政策 仍在积极发力，持续提振市场风险偏好。值得注意的是，A股进入中报业绩预告披露季，Wind数据显 示，截至7月10日12时，已有147家A股上市公司预告上半年业绩，其中129家预计盈利。工业富联等19 家公司预计归属于母公司所有者的净利润下限高于10亿元。 中国资产持续重估，新一代核心宽基A500ETF基金（512050）助力投资者一键布局A股核心资产。该 ETF所跟踪中证A500指数，采取行业均衡配置与龙头优选双策略，细 ...

Group 1 - The A-shares market showed an upward trend, with the Shanghai Composite Index breaking through 3500 points, and the A500 ETF fund (512050) experiencing a 0.10% increase, with a trading volume exceeding 2.7 billion yuan [1] - Northbound capital's holdings in the A-share market reached a market value of 2.29 trillion yuan by the end of Q2 2025, reflecting a growth of over 2% compared to the end of Q1, with the number of shares held increasing by over 3% [1] - The increase in Northbound capital holdings indicates a positive outlook on China's economic recovery and trends in consumption and industry upgrades, providing valuable insights for market allocation [1] Group 2 - The A500 ETF fund (512050) tracks the CSI A500 Index, employing a balanced industry allocation and leading company selection strategy, covering all 35 first-level industries in the CSI, and emphasizing both value and growth attributes [2] - Investing in the CSI A500 Index allows for effective diversification of investment risks and captures potential industry leaders, with component stocks showing significant growth potential amid China's ongoing economic optimization [2] - Long-term investment in broad-based indices like the CSI A500 is beneficial for identifying current market opportunities and achieving stable asset growth in the capital market [2]

Group 1 - A-shares continue to show a warming trend, with the Shanghai Composite Index fluctuating around 3400 points, led by sectors such as defense, non-bank financials, and power equipment [1] - The CSI A500 Index rose by 0.10%, aiming for a third consecutive increase, with stocks like China North Industries Group Corporation and Guoxuan High-Tech hitting the daily limit [1] - The A500 ETF (512050) has seen significant inflows, with a maximum single-day net inflow of 441 million yuan, totaling 886 million yuan over three days, averaging 295 million yuan daily [1] Group 2 - Goldman Sachs maintains an overweight recommendation for A-shares and Hong Kong stocks, citing short-term resilience in China's economic growth and potential policy support in the second half of the year [2] - The A500 ETF tracks the CSI A500 Index, employing a balanced industry allocation and leading stock selection strategy, covering all sectors and combining value and growth attributes [2] - The ETF is overweight in sectors such as electronics, pharmaceuticals, power equipment, and defense, showcasing a natural "dumbbell" investment strategy compared to the CSI 300 [2]

每日经济新闻 兴业证券表示，此前哑铃风格的持续演绎，也是由于一季报披露过后市场进入业绩空窗期，而关税 扰动下不少行业的基本面逻辑发生变化，市场缺乏有效的基本面线索指引。随着中报业绩预告披露期临 近，有望为市场提供更多景气线索，凝聚新的共识，或将成为市场后续"破局"的关键抓手。 市场风格快速轮动，市场博弈属性加剧，中证A500指数等均衡宽基或是把握估值中枢提升的较好 方式，当前有不少主动权益基金放弃了沪深300等传统宽基指数，转向了中证A500指数等新兴指数，也 证明了中证A500的优质编制方案。相关ETF中，A500ETF基金（512050）上市以来日均成交额持续位居 同类标的第一，目前综合费率位居同类最低一档。场外联接（A 类：022430；C 类：022431） 6月23日，A股震荡上行，跨境支付概念股爆发，中东局势刺激油气、海运股走强。上证指数收盘 涨0.65%报3381.58点，深证成指涨0.43%，创业板指涨0.39%，中证A500指数收涨0.39%。热门ETF中， A500ETF基金（512050）连续两个交易日获得大额资金净流入，合计吸金4.45亿元。 （责任编辑：张晓波 ） 据报道，国际资管机 ...

每日经济新闻 6月20日，A股主要指数早盘表现分化，沪指低开后强势翻红，深成指、创业板指冲高回落，盘面 上，锂电池、固态电池、光伏、白酒等概念板块表现活跃。截至9：58，中证A500指数涨0.02%，相关 ETF中，A500ETF基金（512050）成交活跃，盘中成交额已快速突破3亿元。 值得注意的是，截至6月19日，今年以来A500ETF基金（512050）二级市场表现已跑赢沪深300指 数，并取得了0.71%的超额收益率。当前有不少主动权益基金放弃了沪深300等传统宽基指数，转向了 中证A500指数等新兴指数，也证明了中证A500的优质编制方案。相关ETF中，A500ETF基金 （512050）上市以来日均成交额持续位居同类标的第一，目前综合费率位居同类最低一档。场外联接 （A 类：022430；C 类：022431） 近期市场风格快速轮动，市场博弈属性加剧，中证A500指数等均衡宽基或是把握估值中枢提升的 较好方式。中信证券研报指出，展望未来一年，中国权益资产正迎来年度级别牛市。从2025年四季度开 始，全球主要经济体在经济和政策周期上预计再次同步，财政和货币同时扩张，港股和A股市场将望迎 来指数牛市， ...

Group 1 - The A-share market shows a divergence in hotspots, with stablecoins, digital currencies, optical modules, and optical communications performing actively, while sectors like feed, generic drugs, chemical fibers, and consumer goods lag behind [1] - As of the report, the CSI A500 index fluctuated with a slight increase of 0.03%, with Light Media and Hengsheng Electronics hitting the daily limit up [1] - The A500 ETF (512050) recorded a trading volume of nearly 2 billion yuan, ranking among the top for similar ETFs [1] Group 2 - Light Media's chairman Wang Changtian announced that the overseas box office for the animated film "Nezha: Birth of the Demon Child" is expected to exceed 100 million USD, marking the best overseas box office performance for Chinese films in nearly 20 years [1] - The A500 ETF tracks the CSI A500 index, employing a dual strategy of industry-balanced allocation and leading stock selection, covering all sub-industries and integrating value and growth attributes [1] - According to Industrial Securities, the restructuring of international order may provide a revaluation opportunity for Chinese assets, with the A-share market expected to benefit from the new international order, exhibiting characteristics of "stable index, structural bull" [1]

Group 1 - The core viewpoint of the articles highlights a slight adjustment in the China A500 Index and the A500 ETF fund, with a focus on the upcoming mid-year strategy meetings of brokerages, which are expected to emphasize the valuation recovery of Chinese assets and a positive outlook for Hong Kong stocks, particularly in the technology sector benefiting from AI narratives [1][2]. Group 2 - Dongxing Securities' report suggests that the 3400-point level could mark the beginning of a medium to long-term bull market for A-shares, driven by improved asset quality and valuation environments, as well as the nearing end of the economic downturn cycle [2]. - The report also notes an increase in market style rotation, with sectors like pharmaceuticals and artificial intelligence alternating in activity, while the market's speculative nature intensifies due to ongoing global uncertainties [2]. - The A500 ETF fund (512050) has maintained the highest average daily trading volume among similar products since its launch, and it currently has one of the lowest comprehensive fee rates in its category, indicating strong investor interest and confidence in the index [2].

Group 1 - The A-share market opened lower and experienced fluctuations on June 13, with the A500 ETF (512050) declining by 0.63% and achieving a trading volume exceeding 1.3 billion [1] - The A500 ETF tracks the CSI A500 Index, employing a dual strategy of industry balanced allocation and leading company selection, covering all sub-industries and integrating value and growth attributes [1] - The CSI A500 Index will undergo a significant mid-term adjustment, replacing 21 constituent stocks, including 9 from the Sci-Tech Innovation Board and Growth Enterprise Market, such as Baili Tianheng and Hengxuan Technology [1] Group 2 - Citic Securities research indicates a faster rotation of market themes, with an increased preference for certainty in asset selection, suggesting prioritization of core assets and low-position sectors [2] - The market is currently operating in a high emotional zone with increased volatility, while the focus has shifted from grand narratives to certainty [2] - Key domestic policies aimed at stimulating internal circulation are highlighted as potential catalysts for market movement [2]

6月12日，AI算力方向强势回暖，受权重板块带动，A500ETF基金（512050）震荡翻红，截至11：00， 持仓股天孚通信涨超12%，巨人网络、中际旭创、光线传媒等纷纷跟涨。资金流向看，昨日该ETF获得 9088万元资金净流入。 消息面上，中美经贸磋商机制首次会议在英国伦敦顺利举行。报道称，双方进行了坦诚、深入的对话， 就各自关心的经贸议题深入交换意见，就落实两国元首6月5日通话重要共识和巩固日内瓦经贸会谈成果 的措施框架达成原则一致，就解决双方彼此经贸关切取得新进展。 6月13日盘后，中证A500指数中期调样将正式生效，据了解，本次调整后，指数新质生产力含量将进一 步提升。值得注意的是，去年9月24日以来，中证A500指数表现阶段性跑赢沪深300，截至2025年6月11 日，中证A500区间涨幅为22.59%，同期沪深300收涨21.22%。在大幅低配银行板块的情况下，中证 A500指数依然能跑赢沪深300指数，这或许也验证了指数的内生高潜力。 布局中证A500指数，全市场流动性好、规模大的 A500ETF基金（512050）及其联接基金（A： 022430；C：022431）值得关注，自上市以来，该E ...

Group 1 - The A-share market showed slight fluctuations on June 6, with the A500 ETF fund (512050) rising by 0.32%, aiming for a third consecutive increase, led by stocks such as AVIC Chengfei, AVIC Shenyang, and Tiantan Biological [1] - The Caixin Services PMI for May was released at 51.1, an increase of 0.4 percentage points from April, indicating an acceleration in the service sector's expansion, with new orders and employment indices reaching a six-month high, reflecting a slight improvement in market confidence [1] - CITIC Securities' recent report forecasts a bull market for Chinese equity assets starting from the fourth quarter of 2025, with a significant shift in market style from small-cap stocks to core assets [1] Group 2 - The A500 ETF fund (512050) tracks the CSI 500 Index, employing a dual strategy of industry-balanced allocation and leading company selection, allowing investors to easily allocate to core A-share assets [2] - The fund currently has one of the lowest comprehensive fee rates in its category, with off-market connections available for both A and C classes [2]