中信建投:宽基ETF持续净申购有望为后市核心指数的企稳修复提供支持

智通财经
Oct 18
【中信建投:宽基ETF持续净申购有望为后市核心指数的企稳修复提供支持】中信建投研报指出,截至10月16日,宽基ETF实现连续10日净流入,区间累计流入金额超过1400亿元。短期看,近10个交易日宽基ETF的大额、快速流入已经发挥出稳定市场情绪,保护市场流动性等积极作用。这一作用能否得以延续并形成中长期支撑,需要将资金流向与价格表现结合起来:若沪深300与双创ETF在市场震荡中继续获得净申购,同时对应指数的回落幅度收窄、调整后的修复更为稳定,市场由调整转向修复的信号将更为清晰。对市场投资者而言,大资金持续稳定的增配权益市场与市场表现趋稳相互印证,将有助于改善投资者权益配置意愿与投资信心,为后续逐步增加核心宽基及权益资产敞口提供基础。

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