Bay Area 100ETF funds led the gains.
The data shows that among the stock ETFs in the market yesterday, the Bay Area 100ETF Fund, the Food 50ETF Fund and the Wine ETF Fund were among the top gainers, among which the Bay Area 100ETF Fund rose by 3.44%.
Kechuang 50ETF funds have the most subscriptions.
Yesterday, the largest net subscription amount was Kechuang 50ETF Fund, with a net subscription amount of 699 million. In addition, the subscription amount of TCM ETF fund and securities insurance ETF fund is also in the forefront, with net subscription amount of 356 million yuan and 654.38+0.42 billion yuan respectively.
SSE 50ETF was redeemed.
The data also shows that the ETF with the largest net redemption amount yesterday was SSE 50ETF, with a redemption amount of 65.438+0.62 billion yuan, followed by CSI 654.38+0.000 ETF, with a redemption amount of 38.65438+0 billion yuan.
Institutions look at the market outlook
Galaxy Securities believes that due to multiple factors, the overall yield of the banking sector is weak in 2022, and the valuation is at a historical low. Up to now, the bank's index rate of return is-10.09%, and PB is 0.5X Economic growth and real estate risk are the core factors that suppress the bank's valuation, and also provide a good allocation time. Short-term steady growth and the accelerated release of the effectiveness of real estate financing policies will become the key to the reversal of the banking sector, and an inflection point has emerged. In the medium and long term, it is still necessary to seize the opportunity of economic transformation and upgrading, lay out market segments and high-quality tracks, and seek greater development space.
Zhongtai Securities believes that the recent gradual relaxation of policy constraints has opened an opportunity for economic and market environment restoration. Recently, with the optimization of epidemic prevention and control measures, the market has great expectations for the recovery of consumption. The agency predicts that the consumption recovery environment next year will be roughly the same as that in 20021year, and the annual social zero growth rate will be about 4%. Infrastructure and manufacturing should not be underestimated next year, with GDP exceeding 5%. I am optimistic about the investment growth next year.
The agency believes that the short-term interest rate adjustment has not yet been completed, and will pay attention to cyclical shocks next year. In the short term, the growth "resilience" is stronger than the expected "elasticity".
First, the rights and interests market opportunities or the midstream processing and assembly industry with domestic demand such as machinery as the mainstay;
Second, the economic recovery will push up the interest rate level, and the adjustment of the bond market has not yet been completed, and the high point may be 3%.
Third, the prices of precious metals such as gold are on the rise. In the medium term, the relaxation of epidemic constraints will contribute to the recovery of consumption, but the consumer industry with necessary attributes will grow more.
In addition, the second half of next year may usher in a new round of Sino-US recovery cycle, while the first half will see the start of the pro-cyclical market. In terms of RMB exchange rate, despite the weakening of exports, it is expected that the US dollar index will return to an equilibrium level after falling.