彻底火了!A股半日成交额破2万亿,巨额增量资金待入市,如何布局顺大势?

格隆汇
Aug 25, 2025

A股午盘继续高举高打,半日成交额已破2万亿,较上日放量5713亿元,上证指数午盘涨0.86%,创业板指涨2.22%创3年新高。 增量资金入场意愿强劲,对内,巨额居民储蓄等待入市、两融余额稳居2万亿以上;对外,美联储或在9月降息,以及EPFR口径下(截至上周三),主动外资自去年10月以来首度流入A股。 面对如此强势的A股,午盘超5000只个股依旧是涨跌参半,意味着当前加速轮动的行情下下,单点布局的难度攀升,宽基ETF通过覆盖多行业龙头,天然具备抗轮动特性,能够同时捕捉不同热点: 创业板ETF天弘(159977,联接001593):自6月23日至今涨超36%的情况下,指数最新PE(TTM)为38.86倍,位居近十年历史分位数34.12%,估值处宽基指数最低, 科创综指ETF天弘(589860,联接023722):覆盖科创板97%市值,全面覆盖硬科技,均衡配置半导体+人工智能+生物医药。 中证A500ETF天弘(159360,联接022429):跟踪的500只成份股汇集中国经济的核心资产,是均衡配置的压舱石,有效对冲轮动风险。

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