五大部委联手“重构”房地产,PMI指数回升!红利低波ETF半日成交5.58亿领跑 基金经理最新观点出炉

智通财经
Aug 31
【五大部委联手“重构”房地产,PMI指数回升!红利低波ETF半日成交5.58亿领跑 基金经理最新观点出炉】8月31日,市场早盘集体走弱,沪指早盘跌0.20%,创指跌1.29%。在此背景下,红利低波ETF华泰柏瑞逆势涨0.84%,报1.194元,换手率1.68%,半日成交额5.58亿元,居同类标的ETF首位。消息面上,国家统计局发布,8月份,制造业采购经理指数为49.8%,比上月上升0.6个百分点,景气水平回升;非制造业商务活动指数为49.0%,与上月持平;综合PMI产出指数为49.5%,比上月上升0.2个百分点,我国经济总体产出景气水平有所改善。另外,8月28日,住建部、自然资源部、央行、金融监管总局、证监会五大部委在同日密集落地8份房地产文件,构成“3份基础性文件+5份配套办法”的完整制度组合。中信建投指出,“828”房地产新政并非需求端的刺激或救市,而是通过现房销售制、项目公司制、主办银行制以及个人住房贷款制度优化对房地产新发展模式进行了一次系统性制度重构。基金经理柳军在半年报中表示,展望2026年三季度,红利板块的配置价值值得重点关注,短期与中期逻辑均具备坚实支撑。短期维度,市场波动中枢抬升、扰动因素增多,风格短期或进行再平衡。而经过2026年二季度的调整后,红利板块估值已逐步回落至合理区间,估值压力得到充分释放,当前已具备明确的逢低配置窗口机遇。投资者可将红利低波ETF华泰柏瑞作为底仓配置,无股票账户的投资者也可通过其场外联接基金进行配置。

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