399379 CNI Listed Fund Index
- 7527.89
- +91.47+1.23%
The broad-based funds are also experiencing a seesaw effect, with the scale of the CSI A500ETF rising high, while the 300etf has faced continuous redemptions.
Since November, the 300etf has been net redeemed again after September; During the same period, the shares of the CSI A500 ETF fund increased by more than 100 billion.
A500ETF, the battle is not over, "withdrawal" has already begun.
Some institutions have begun to sell off.
【Data Monitoring】 The trading volume of the chip etf has surged, with strong speculators exceeding 0.3 billion buying into grinm advanced materials.
① The sse science and technology innovation board 50 index increased significantly by 3.61% today, with many chip etfs experiencing a substantial increase in trading volume, among which the grinm advanced materials chip etf fund (588290) saw a 232% month-on-month increase in trading volume. ② The high-priced stock grinm advanced materials, which is hit with a trading halt, received a purchase of 0.309 billion from Huaxin Securities at the Shanghai Wanping South Road branch.
Brokerage morning meeting highlights: continue to be bullish on the Chinese stock market with a "confidence reassessment bull market."
At today's brokerage morning meeting, China Securities Co.,Ltd. suggested continuing to be bullish on the Chinese stock market in the medium term with a 'confidence revaluation bull'; Galaxy Securities stated that top real estate companies are showing excellent operational management capabilities and have financial advantages, with the potential to further increase their market share; Citic Sec believes that the fiberglass industry is currently at a great opportunity allocation point.
Taikang Life Insurance first disclosed selling Taikang CSI A500ETF, involving nearly 16 million yuan, after buying five times in the previous 20 days.
①Taikang Life Insurance disclosed on November 14 that it sold part of its holdings in the Taikang CSI A500ETF, with a sales amount of nearly 16 million RMB; ②According to the company's official website, this is the first time the fund has been sold, after frequent purchases before. ③Several insurance companies had previously participated in subscribing to the CSI A500ETF, with the industry valuing its long-term financial influence.
China has taken the lead! Wall Street strategists: the next "Trump trade" may be outside of the USA.
①When looking to the future, Jay Pelosky, the founder and global strategist of the New York investment consulting firm TPW Advisory, has insights that differ from many mainstream market views; ②He believes that Trump's victory might ultimately serve as an important catalyst - driving the usa market to end its long-standing excellent performance.
Institutional investors have made significant moves, buying over 0.5 billion units of the CSI A500 etf, becoming an important part of the etf ecosystem.
1. According to incomplete statistics, the number of shares of the Zhongzheng A500ETF fund held by private equity has exceeded 0.5 billion; 2. Insiders revealed that, from the current situation, the scale of private equity funds holding the Zhongzheng A500ETF series products is far more than this, and will continue to grow in the future; 3. Some fund companies and private institutions have already formed a very close cooperation in the ETF market-making field, becoming an indispensable part of the ETF industry.
[Market Data] A large number of redemptions were seen in multiple china southern csi 1000 etf last week, and the amount of money from speculators buying and selling individual stocks has significantly decreased.
① Several china southern csi 1000 etf were among the top ten etfs with reduced shares last week, with the china southern csi 1000 etf (512100) redeeming over 1.6 billion shares last week. ② Although more than a hundred stocks have reached the limit up today, the number of stocks on the leaderboard with buying and selling over 100 million yuan by speculators has significantly decreased compared to last week.
Goldman Sachs A-shares 2025 Heavyweight Strategy Outlook: Domestic funds will grasp pricing power! Overweight A-shares before H, industry focus on consumer stocks!
Goldman Sachs believes that compared to Hong Kong stocks, A-shares are more sensitive to policy easing and personal investment capital flows. The first quarter of next year will be a better time to allocate to Hong Kong stocks. In terms of sectors, analysts recommend that investors pay attention to themes such as consumer, emerging markets exporters, specific new technologies, and shareholder return strategies.
Bitcoin etf > gold etf? This scene is expected to come true in the USA...
① As bitcoin continues to reach new highs and approaches the $0.1 million mark, the asset management scale (AUM) of us etfs directly investing in bitcoin surpassed $100 billion for the first time this Thursday; ② This also brings us cryptocurrency investors closer to achieving a long-awaited goal: for the asset management scale of bitcoin etfs in the usa to exceed that of gold etfs.
Hang Seng Index's "big change" in December: Pop Mart, Kuaishou expected to be included, will the constituent stocks return to 100?
Currently, the Hang Seng Index in Hong Kong includes 82 stocks, with the ultimate goal of expanding the number of constituent stocks to 100. Analysis suggests that the medical care industry is still the least represented industry in the Hang Seng Index, while consumer staples, discretionary items, real estate, and construction may receive higher weights in the review in the fourth quarter of this year.
A-shares and Hong Kong stocks are up, with the gem rising more than 1%, led by photovoltaics, chips, and non-ferrous metals.
PV concept stocks in A-shares rose at the beginning of the market, Suzhou Good-Ark Electronics hit the limit up, Sungrow Power Supply, Deli Technology rose more than 6%, Ginlong Technologies, Suzhou Maxwell Technologies, and Orise Technology quickly followed the upward trend.
【Data Monitoring】 The huatai-pb china science and technology innovation board 50 component etf saw a significant decrease in its shares last week, with many stocks such as china greatwall technology group experiencing intense speculation from frontline fu
①Last week, the redemption of multiple star index ETFs decreased significantly, with a 4.8 billion decrease in the shares of ChinaAMC Star50 ETF (588000). ②Multiple popular stocks in the market experienced significant buying and selling activities from first-tier institutional investors, with china greatwall technology group being bought by citic sec Peking headquarters business department for 0.149 billion, while also being sold by a total of 0.364 billion from two other first-tier institutional investor seats.
"Smart money" is betting on china becoming a trend: In Q3, the prototype of the "big short" increased shareholding in Alibaba and other Chinese concepts, while the rising fund Keystone established positions in three major etfs.
In the third quarter, the fund under Michael Burry increased its shareholding in Alibaba by 0.045 million shares to nearly 0.2 million shares, doubled its hold positions in jd.com to 0.5 million shares, and increased its shareholding in baidu by 0.05 million shares to 0.125 million shares. At the end of the quarter, it held three Chinese concept stocks valued at 54 million dollars, accounting for 65% of the total fund's stock holdings. Meanwhile, the fund bought corresponding put options for these three Chinese concept stocks to hedge risks.
【Data Analysis】Trading volume of honglietf surges, institutions and speculative funds join hands to snap up iflytek co.,ltd.
① Among the top ten etfs with the highest transaction value growth, the invesco great wall csi dividend low volatility 100 etf (515100) saw a nearly fivefold increase in transaction value compared to yesterday, ranking first. ② iflytek co.,ltd. received 0.192 billion from institutions today, with a total buy of 0.388 billion from two major speculative trading positions.
Chinext 50 ETF is about to expand! Big players like Huaxia, E Fund, Fullgoal, and Jiashi have collectively reported, a new pattern is emerging.
1. Six new issues and one product transformation, chinext 50 etf welcomes expansion; 2. Top institutions such as Huaxia, E Fund, Fuguo, and Jiashi are once again actively participating; 3. According to fund companies' calculations, there will be a single ETF of tens of billions in size tracking the chinext 50 index.
[Data Analysis] The trading volume of multiple gfnz100 ETFs has increased significantly. Well-known speculative funds have been aggressively investing in shenzhen ysstech info-tech for two consecutive days, exceeding hundreds of millions of yuan.
①The trading volume of multiple US stock-related stock index ETFs has increased significantly, with the trading volume of gfnz100 (513100) increasing by 273% month-on-month. ②Major financial stocks of shenzhen ysstech info-tech have been bought continuously for two days by the china merchants Fuzhou June 1 Middle Road branch, with purchase amounts exceeding one billion yuan each time.
Along with the explosive growth of etf scale, brokerage etf competition has brought new ideas, reviewing the strategies of 8 brokerages.
①Brokerages are actively deploying ETFs through diverse forms of activities, with competitions surpassing the scale and influence of previous years. ②The competition has brought positive and comprehensive business data results transformation for brokerages. ③ Strengthening ETF learning activities is a major choice for many brokerages this year, mainly helping investors understand the investment logic and advantages of ETFs, eliminating knowledge blind spots;
As the USA presidential election approaches, funds are rapidly flowing into gold ETFs, accompanied by fee reductions. Fund managers are focusing on three key determinants.
① Another gold etf fee rate was announced to be lowered today, with the share of multiple gold etfs reaching a new high yesterday; ② Since the fourth quarter, gold ETFs have cumulatively risen by more than 4%; ③ Some views believe that gold may face some resistance in the near term, but long-term attractiveness still exists.
Lightning approved! 12 CSI 500 ETFs join the battlefield, 5 fund companies complete the "3A series" gathering.
①Approved in just one day, 12 CSI A500ETFs will join the issuance battle, or open as early as next Tuesday; ②Major institutions are entering the fray, a fierce battle is imminent; ③5 public funds have officially assembled the "CSI A series".