中证2000增强ETF(159552)涨1.53%引领同类!机构:小盘成长或占优

金融界
Yesterday

4月29日,小盘股涨势强劲。截至9时52分,中证2000增强ETF(159552)涨1.53%引领同类!

“四月决断”后,风格将会如何切换?东吴证券认为,中期“宽货币+弱美元”格局下,小盘、成长风格更为占优。配置方面,政策和产业端具备持续催化的板块将是后续交易的重心。具体来看,可以关注机器人、人工智能、国产算力产业链(先进制程)、 军工 电子、创新药、低空经济、可控核聚变等方向。

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