节前出手，资金借“基”加仓来了

同花顺09-24 12:11

【导读】多只沪深300ETF居资金净流入榜前列随着中秋、国庆双节临近，上证指数（1A0001）在3900点附近缩量震荡。当市场普遍预期行情趋于平淡时，场内资金“扫货”以沪深300ETF（515310）为代表的宽基ETF。银河证券基金研究中心数据显示，9月23日，全市场股票ETF(含跨境ETF)资金净流入近37亿元；近两个交易日合计净流入约70亿元，多只沪深300ETF（515310）位居当日资金...

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Wind数据显示，9月23日，沪深300ETF（515310）易方达、沪深300ETF（515310）华泰柏瑞资金净流入分别达15.63亿元、12.30亿元，是仅有的资金净流入超10亿元的两只非货ETF。此外，沪深300ETF华夏（510330）、沪深300ETF天弘（515330）资金净流入均超5亿元。债券ETF方面，科创债ETF易方达（551500）、科创债ETF银华（159112）、信用债ETF海富通（511190）、科创债ETF嘉实（159600）、科创债ETF汇添富（551520）资金净流入均超过5亿元。展望后市，华夏基金认为，四季度市场处于筑底整固阶段，指数或以区间震荡、行业轮动为主。当前处于下跌后的修复阶段，仍然具备修复潜力和空间。易方达指数投资部总经理林伟斌认为，经历前期市场波动后，盈利稳定性、估值合理性和行业龙头地位的重要性进一步提升，大盘核心资产在分散单一赛道波动风险、平衡组合风险与收益方面具有较好的配置优势。以沪深300（399300）、中证A500为代表的宽基指数覆盖各行业优质龙头，既能够参与中国经济与企业盈利的整体修复，也能够通过更加均衡的行业结构降低单一成长板块波动的影响。此外，可适度关注经过业绩验证、具备持续产业景气支撑的成长方向，在保持核心资产底仓的同时把握结构性机会。资金净流出方面，黄金ETF华安资金净流出超5亿元，A500ETF华泰柏瑞（563360）、上证50（1B0016）ETF华夏、科创半导体ETF华夏（588170）、可转债ETF博时（511380）等资金净流出超2亿元。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"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 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