5月11日夜盘,三倍做多富时中国ETF-Direxion(股票代码:YINN)大涨7%,引发市场关注。这一显著涨幅主要受到中美经贸关系改善和对中国经济前景乐观情绪的推动。
据报道,中美经贸高层会谈于5月10日至11日在瑞士日内瓦举行。中方牵头人、国务院副总理何立峰表示,此次会谈达成重要共识,并取得实质性进展。双方同意建立中美经贸磋商机制,并将于5月12日发布联合声明。这一积极进展有望缓解中美经贸关系的紧张局势,为两国经济合作创造更有利的环境。
与此同时,多家外资券商正积极布局中国市场。尽管受市场环境波动影响,部分外资券商去年员工人数有所减少,但整体上仍看好中国市场前景。例如,瑞银集团正推进对瑞银证券的100%持股,摩根大通证券(中国)也在4月底重启人才招聘,寻求业务扩张。这反映了国际金融机构对中国市场的持续信心。
多家中外资机构分析师认为,中国经济持续复苏,牛市格局并未改变。他们预期市场将回归正常的估值修复过程,这为投资者提供了积极的市场预期。在这种乐观情绪的推动下,作为反映中国股市表现的杠杆型ETF,YINN的大幅上涨也就不足为奇。
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