Do the opposite! 30 billion yuan of funds have begun to ambush
Posted: Tue Feb 11, 2025 6:40 am
The bank believes that investors should consider active layout, focusing on industries such as electronics, communications, media, military industry, nonferrous metals, non-banking, banking, real estate chain, construction, food, leisure services, etc.; focus on themes such as AI+, low-altitude economy, and initial public offering economy.
At the endof the year and the beginning of the next year, A-shares plunged 200 points in three days, catching the entire market off guard. The market began to be filled with all kinds of complaints.
On the one hand, there are external concerns about the Federal Reserve's suspension of interest rate cuts and uncertainty about Trump's new policies; on the other hand, there is an internal game over the intensity of March policies and hesitation about the recovery of fundamentals.
But the perspective of insiders is always one-sided, just like bc data malaysia the crash in early 2024. Looking back now, it was undoubtedly a gold mine. In just two weeks at the beginning of 2025, the Shanghai Composite Index fell all the way from 3,400 points to 3,100 points, but equity ETFs bucked the trend and saw a net inflow of 30 billion yuan, once again demonstrating its true nature of "others are fearful, I am greedy."
The more nervous we are, the more we need to calm down and analyze the situation from a holistic and long-term perspective. As Duan Yongping said in his latest speech: "Think about the essence of everything and look at the long term."
Whether it is the increase in holdings by large institutions represented by Central Huijin Investment, the clear-cut development of index funds in the "New Nine Articles", or the ETF's transformation into the "sharpest spear" in the 924 market, it is imperative to summarize the ETF's turbulent year in the past.
Data 1: The proportion of institutional investors in ETFs exceeds that of individual investors
A-shares continued to shrink after the beginning of the year. On January 13, the total trading volume of the Shanghai and Shenzhen stock markets was only 966.377 billion yuan, falling below one trillion yuan for the first time since the "924 market" last year, ending the previous record of A-shares exceeding 1 trillion yuan for 72 consecutive trading days.
At the endof the year and the beginning of the next year, A-shares plunged 200 points in three days, catching the entire market off guard. The market began to be filled with all kinds of complaints.
On the one hand, there are external concerns about the Federal Reserve's suspension of interest rate cuts and uncertainty about Trump's new policies; on the other hand, there is an internal game over the intensity of March policies and hesitation about the recovery of fundamentals.
But the perspective of insiders is always one-sided, just like bc data malaysia the crash in early 2024. Looking back now, it was undoubtedly a gold mine. In just two weeks at the beginning of 2025, the Shanghai Composite Index fell all the way from 3,400 points to 3,100 points, but equity ETFs bucked the trend and saw a net inflow of 30 billion yuan, once again demonstrating its true nature of "others are fearful, I am greedy."
The more nervous we are, the more we need to calm down and analyze the situation from a holistic and long-term perspective. As Duan Yongping said in his latest speech: "Think about the essence of everything and look at the long term."
Whether it is the increase in holdings by large institutions represented by Central Huijin Investment, the clear-cut development of index funds in the "New Nine Articles", or the ETF's transformation into the "sharpest spear" in the 924 market, it is imperative to summarize the ETF's turbulent year in the past.
Data 1: The proportion of institutional investors in ETFs exceeds that of individual investors
A-shares continued to shrink after the beginning of the year. On January 13, the total trading volume of the Shanghai and Shenzhen stock markets was only 966.377 billion yuan, falling below one trillion yuan for the first time since the "924 market" last year, ending the previous record of A-shares exceeding 1 trillion yuan for 72 consecutive trading days.