· second quarter CSI index earnings Fund rectification increased market shocks a quarter 86 only fund heavy warehouse 78 only new shares South two Fund absolute income rate difference near 17% large into its fund catch access with only heavy warehouse unit this year 10 large "mold" unit Fund stepped on in the 8 only Wang yawei rate team ambush Shanxi coal integration second quarter investment policy will hot registration in the related data display, last week 22 only ETF Fund share appears 553 million copies net purchase. Among them, SSE 17 ETF Fund as a whole are favourably with 847 million net, Shenzhen has shrunk 5 ETF fund shares 294 million.
Shanghai Stock Exchange since March this year the second trading week (March 7), after consecutive 6 week NET redemption, net purchase of ETF funds as a whole for the first time. From the specific point of view, Hua an SSE 180ETF get 465 million net purchase, purchase 1.032 billion of them, call 567 million, is to achieve net purchase shares last week one of the largest ETF Fund. In addition, China Shanghai composite (50, funds), Warburg industrial Shanghai 180 value two ETF net purchase shares last week were more than 100 million copies, 153 million and 109.5 million, respectively.
In addition, there are 7 operating in the Shanghai Stock Exchange ETF Fund achieves 500,000 to 75.5 million respectively last week net purchase of varying degrees. "From the ETF Shen foreclosure situation last week, an increase in net purchase of ETF is basic to traditional cycle unit which is the subject of, such as Hua an SSE 180ETF, Huaxia SSE 50, Compal industrial Shanghai 180, which to a certain extent, reflect the funding cycle unit of Chase and favor.
"Hai Tong securities analyst said. Small correction in the market in recent days, but some fund managers are still optimistic about the traditional cycle of structural unit. Shenzhen said a Fund Manager, current stock funds overall positions higher, cautious sentiment coupled with high positions result in insufficient market further gained kinetic energy, short term, the market will remain relatively balanced State, increases and decreases in space are not.
The long term, public placement Fund on weight unit configurations are still low overall valuation of the shares is still in the bottom, little space index fell further. Penghua Fund also pointed out that market or in the future will still be in shock consolidation, despite the differentiation of future possibilities, but relatively low valuations and market game decision cycle stock market is expected to continue thinking.
Now for the CSI 300 is the overall valuation of stocks at historically low levels in the market value of the subject, of small and medium-sized market stocks over the past six months to adjust amplitude is not small, market at this point is less likely to select side down. Huaxia Fund Investment Manager summed up its attitude towards the market "in the short term are not pessimistic, medium-term bullish." In his view, the current overall valuation of the stock market in the history of lower level, but large valuation structural differences. Recent investments to maintain a neutral position, pay attention to selected units from the bottom up, the future will be more or less gallon depending on inflation and economic situation.