How to lay out the market when it comes? ETF can directly invest in the sector > >From 2024 to the end of the year, with the gradual development of the New Year's market, how will the market style be interpreted? Will there be a switch between large and small disks?
How to lay out the market when it comes? ETF can directly invest in the sector > >The "seesaw" performance of blue-chip stocks and small-cap stocks is vividly interpreted in this round of market. Large-cap blue chips and core assets with stable operation and better fundamentals have obviously underperformed the small-cap sector of emerging technology sectors.For the reason of the market style deduction, Zhao Xi, the investment director of Tuopai Fund, told the First Financial Reporter that since the macroeconomic data has not improved significantly, it is difficult for the macro economy to support the core assets, and most investors' sense of the whole economy is not high enough. Although the weighted blue chips and fund heavyweight stocks have valuation advantages, they lack rising logic. In this context, hot money and new retail investors have repeatedly speculated on the emerging science and technology around the policy.
According to the statistics of the First Financial Reporter, the 100 stocks with the smallest closing market value on September 23 have almost doubled up to now. In the same period, the average increase of 66 stocks in the market value component was 19.2%, and the average increase of the fund's heavy stocks was 27.5%, which was far worse than that of small-cap stocks.[Robots are hot this year! 】
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide