cactuspetesresortcasino|博时基金:大盘成长大幅反弹,价值风格出现回调

2024-05-07

Last week (04)Cactuspetesresortcasino.27-05.4), capital inflowsCactuspetesresortcasinoMainly broad-based ETF, of which Huatai Berry Shanghai-Shenzhen 300ETF (510300) has a net inflow of 2.461 billion yuan, followed by Huaxia CSC 1000ETF (159845). Huatai Berry dividend low-wave ETF (512890) has a net outflow of 770 million yuan. Weekly gains, most of the ETF funds rose this week, by category, consumption, TMT category ETF rose in the top, cyclical category ETF led the decline.

cactuspetesresortcasino|博时基金:大盘成长大幅反弹,价值风格出现回调

Last week, the A-share market continued to rise under the policy favorable expectations, the gem led the rise, the market growth style was stronger than the market value style, the early performance of the dividend, the value style fell. On the other hand, Hong Kong stocks are up a lot, with the Hang Seng Index up 4.67% and the Hang Seng Technology Index up 6.8%. So far this year, the Hong Kong market has led the world.

The recent rise of the plate, from the growth of A shares, the consumer sector to the Internet sector of Hong Kong stocks, are relatively large pullback in the past few years, while the previous anti-fall dividend assets are relatively backward. Show that the promising direction of new inflows is still core assets, these sectors after long-term adjustment, the current valuation is still at the bottom of history, the future market is still worth looking forward to.