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TMT科技重挫,科技ETF(515000)午后跌逾2%,买盘资金却异常活跃?中金:1月配置以科技成长为主线
时间:2024-01-03 15:49:21    来源:一禅小和尚    浏览次数:89    我来说两句(0)

2024年1月3日,受昨夜美股科技股回调影响,今日科技龙头板块继续下挫。代表A股科技龙头行情的中证科技龙头指数午后跌幅扩大至2%,连续2日重挫。成份股方面,TMT跌幅居前,金山办公跌逾12%,领益智造跌逾7%,中际旭创、恒生电子、晶晨股份、立讯精密等多股跌超3%。

代表ETF方面,科技ETF低开低走,午后场内价格跌逾2%,逼近前期阶段新低。场内交投活跃,实时成交额突破8200万元,且午后呈现明显溢价交易,表明买盘资金活跃。另外,从近20日资金流向来看,科技ETF持续受青睐,累计获资金净流入超1亿元。

TMT科技重挫,科技ETF(515000)午后跌逾2%,买盘资金却异常活跃?中金:1月配置以科技成长为主线图片来源:Wind

中金公司1月行业配置月报指出,当前A股估值、成交、上市公司行为等一系列指标显示资产价格可能已经隐含了过于悲观的预期,而内外部环境正显现积极变化,国内稳增长政策仍在积极发力,美联储释放鸽派信号,环境边际变化对A股市场相对有利。配置建议上:以科技成长为主线。

2023年A股小盘风格优于大盘,科技成长风格持续占优,往未来看,虽不排除短期风格转换,但上述趋势有望延续。行业层面建议关注顺应新技术趋势或者受到政策支持的科技成长行业;部分低估值、行业景气度边际回升的高股息资产同样建议做结构性配置。

布局明年TMT+生物科技板块,相关产品科技ETF。资料显示,科技ETF跟踪中证科技龙头指数,该指数从沪深市场的电子、计算机、通信、生物科技等科技领域中选取规模大、市占率高、成长能力强、研发投入高的50只上市公司,集中代表A股科技核心资产。风险收益特征相较其它单一科技赛道品种更加均衡。附前十大权重股一览:

TMT科技重挫,科技ETF(515000)午后跌逾2%,买盘资金却异常活跃?中金:1月配置以科技成长为主线数据来源:沪深交易所。

风险提示:科技ETF被动跟踪中证科技龙头指数,该指数基日为2012.6.29,发布于2019.3.20,指数成份股构成根据该指数编制规则适时调整。文中指数成份股仅作展示,个股描述不作为任何形式的投资建议,也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估的本基金风险等级为R3-中风险,适合适当性评级C3以上投资者。任何在本文出现的信息均只作为参考,投资人须对任何自主决定的投资行为负责。另,本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议,亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险,基金的过往业绩并不代表其未来表现,基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证,基金投资需谨慎。

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