沪深300ETF易方达：沪深300回暖助推力量深度解码

易方达基金2023-11-21

近期，随着逆周期调节与众多利好政策的逐渐落地，沪指在触底之后重回3000点大关，一定程度上冲淡了市场的悲观情绪。在这样一个经济衰退尾声逐渐步入复苏的节点，作为中国核心资产代表的沪深300引起了广大投资者和长期资金的关注。在经济复苏背景下，随着三季报披露盈利预期上修以及估值和持仓结构的改善，沪深300有望逐渐步入上行区间。沪深300ETF易方达（510310，联接A/C：110020/007339）...

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300 指数当前估值较低，PE-TTM为11.23，处于近五年11.37%、近十年18.95%的分位数水平，下行风险较小，安全边际较高。（数据来源：Wind）从公募型基金的持仓数据看，截止23年Q3，沪深300的配置比例也已降至2010年以来28%的合理区间，相较20年Q4高达72%的配置比例，如今60.1%的水平也彰显着持仓结构得到了显著改善。因此，随着估值已至低位再叠加市场拥挤度回归合理区间，沪深300值得关注。图：主动型公募对沪深300的配置比例下行至低位数据来源：Wind，截至2023年10月31日图：沪深300处于历史较低分位区间数据来源：Wind，截至2023年11月3日随着经济周期逐渐企稳回升，A股市场或已度过盈利低位，代表大盘顺周期资产的沪深300指数有望受益于经济复苏，同时处于相对低位区间的估值与持仓结构空间的改善也有望为沪深300带来提振。沪深300ETF易方达（510310，联接A/C：110020/007339）具有费率优势，作为投资者分享经济复苏红利的得力工具值得重点关注！","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like 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沪深300ETF易方达：沪深300回暖 助推力量深度解码

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沪深300ETF易方达：沪深300回暖助推力量深度解码