AI叙事承压资金转向HALO交易，中证红利ETF（515080）两日吸金1.1亿、最新净值冲击新高！

金融界03-12

近期AI叙事阶段性承压，部分资金开始追捧“HALO”资产，即重资产+低淘汰的能源/材料/工业等。中证红利ETF（515080）今日午后延续强势表现，截至发文上涨0.90%、盘中净值接近近一年新高，日K冲击3连阳。资金面数据显示，该ETF最近两个交易日获得资金连续净申购约1.1亿元。成份股表现活跃，衮矿能源涨停，广汇能源涨超7%，潞安环能、晋控煤业涨超6%，神火股份、陕西煤业、淮北矿业等多股涨超4%...

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