估值性價比凸顯。MSCI中國A50互聯互通指數延續上漲態勢, 相關產品:A50ETF(159601)一鍵打包11個行業50隻龍頭個股,結合長假期間主要市場尤其是港股市場表現,我們認為投資者情緒有望繼續改善。優於同期滬深300指數(45.31%)、其權重占比約為97%,在牛市中表現出更強的彈性。工業富聯漲停,A股市場經曆前期調整後估值仍處於曆史偏底部位置,立訊精密、交通銀行等跟漲;藥明康德領跌超8%,萬科A |
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