龙年看龙头，央企改革东风再起！

银华基金02-28

上市公司通过自我增持、加大分红等市值管理行为可以起到“示范效应”，积极看多自身所处赛道和公司业务前景，向投资者释放积极信号。当前政策加持背景下，国央企主题利好或再临。回顾当前时点的政策导向，经济弱复苏背景下，万亿国债刺激及PSL重启刺激基建建筑、水电公用事业逆周期发力；TMT赛道信创导向明显。监管对近期股市波动表态超预期，强调要建设以投资者为本的资本市场，让广大投资者有回报、有获得感。2月20日，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2414355384?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-02-28 07:53","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2414355384","market":"sh","top_or_hot":-1,"title":"龙年看龙头，央企改革东风再起！","media":"银华基金","content":"<div>\n<p>上市公司通过自我增持、加大分红等市值管理行为可以起到“示范效应”，积极看多自身所处赛道和公司业务前景，向投资者释放积极信号。当前政策加持背景下，国央企主题利好或再临。回顾当前时点的政策导向，经济弱复苏背景下，万亿国债刺激及PSL重启刺激基建建筑、水电公用事业逆周期发力；TMT赛道信创导向明显。监管对近期股市波动表态超预期，强调要建设以投资者为本的资本市场，让广大投资者有回报、有获得感。2月20日，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202402280745537a476f8d&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>龙年看龙头，央企改革东风再起！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n龙年看龙头，央企改革东风再起！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-28 07:53 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202402280745537a476f8d&s=b><strong>银华基金</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上市公司通过自我增持、加大分红等市值管理行为可以起到“示范效应”，积极看多自身所处赛道和公司业务前景，向投资者释放积极信号。当前政策加持背景下，国央企主题利好或再临。回顾当前时点的政策导向，经济弱复苏背景下，万亿国债刺激及PSL重启刺激基建建筑、水电公用事业逆周期发力；TMT赛道信创导向明显。监管对近期股市波动表态超预期，强调要建设以投资者为本的资本市场，让广大投资者有回报、有获得感。2月20日，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202402280745537a476f8d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"600536","symbol_name":"中国软件","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202402280745537a476f8d&s=b","article_id":"2414355384","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202402280745537a476f8d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2414355384","pubTimestamp":1709078017,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"当前政策加持背景下，国央企主题利好或再临。六、以上基金由银华基金依照有关法律法规及约定申请募集，并经中国证券监督管理委员会许可注册。中国证监会对基金的注册，并不表明其对基金的投资价值、市场前景和收益作出实质性判断或保证，也不表明投资于基金没有风险。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"600019":"宝钢股份","600025":"华能水电","600028":"中国石化","600036":"招商银行","600048":"保利发展","600050":"中国联通","600061":"国投资本","600062":"华润双鹤","600118":"中国卫星","600131":"国网信通","600161":"天坛生物","600176":"中国巨石","600236":"桂冠电力","600271":"航天信息","600372":"中航机载","600378":"昊华科技","600390":"五矿资本","600406":"国电南瑞","600482":"中国动力","600497":"驰宏锌锗","600498":"烽火通信","600517":"国网英大","600536":"中国软件","600582":"天地科技","600583":"海油工程","600685":"中船防务","600760":"中航沈飞","600795":"国电电力","600808":"马钢股份","600845":"宝信软件","600875":"东方电气","600886":"国投电力","600893":"航发动力","600900":"长江电力","600905":"三峡能源","600941":"中国移动","600963":"岳阳林纸","600968":"海油发展","600970":"中材国际","600999":"招商证券","601088":"中国神华","601186":"中国铁建","601390":"中国中铁","601600":"中国铝业","601618":"中国中冶","601668":"中国建筑","601698":"中国卫通","601728":"中国电信","601766":"中国中车","601868":"中国能建","601888":"中国中免","601919":"中远海控","688009":"中国通号","688128":"中国电研","688187":"时代电气","688375":"国博电子","688425":"铁建重工","688981":"中芯国际","BK0239":"医药制造","BK0185":"二线龙头","BK0175":"白马股","BK0188":"融资融券","BK0010":"央企","000860":"顺鑫农业","BK0028":"国家队"},"translate_title":"Look at the leader in the Year of the Dragon, and the reform of central enterprises will revive!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600019":0.9,"600025":0.9,"600028":0.9,"600036":0.9,"600048":0.9,"600050":0.9,"600061":0.9,"600062":0.9,"600118":0.9,"600131":0.9,"600161":0.9,"600176":0.9,"600236":0.9,"600271":0.9,"600372":0.9,"600378":0.9,"600390":0.9,"600406":0.9,"600482":0.9,"600497":0.9,"600498":0.9,"600517":0.9,"600536":0.9,"600582":0.9,"600583":0.9,"600685":0.9,"600760":0.9,"600795":0.9,"600808":0.9,"600845":0.9,"600875":0.9,"600886":0.9,"600893":0.9,"600900":0.9,"600905":0.9,"600941":0.9,"600963":0.9,"600968":0.9,"600970":0.9,"600999":0.9,"601088":0.9,"601186":0.9,"601390":0.9,"601600":0.9,"601618":0.9,"601668":0.9,"601698":0.9,"601728":0.9,"601766":0.9,"601868":0.9,"601888":0.9,"601919":0.9,"688009":0.9,"688128":0.9,"688187":0.9,"688375":0.9,"688425":0.9,"688981":0.9,"000860":0.9},"content_text":"上市公司通过自我增持、加大分红等市值管理行为可以起到“示范效应”，积极看多自身所处赛道和公司业务前景，向投资者释放积极信号。当前政策加持背景下，国央企主题利好或再临。回顾当前时点的政策导向，经济弱复苏背景下，万亿国债刺激及PSL重启刺激基建建筑、水电公用事业逆周期发力；TMT赛道信创导向明显。监管对近期股市波动表态超预期，强调要建设以投资者为本的资本市场，让广大投资者有回报、有获得感。2月20日，5年期以上LPR下调25bp至3.95%，或有利于进一步促进投资和消费，支持前述政策目标实现。工具选择上，央企ETF（159959）跟踪的央企结构调整指数第一大权重赛道正是包含计算机、通信、国防军工在内的TMT大赛道，或是一基布局央国企+超跌成长的有力工具。风险提示尊敬的投资者：投资有风险，投资需谨慎。公开募集证券投资基金（以下简称“基金”）是一种长期投资工具，其主要功能是分散投资，降低投资单一证券所带来的个别风险。基金不同于银行储蓄等能够提供固定收益预期的金融工具，当您购买基金产品时，既可能按持有份额分享基金投资所产生的收益，也可能承担基金投资所带来的损失。您在做出投资决策之前，请仔细阅读基金合同、基金招募说明书和基金产品资料概要等产品法律文件和本风险揭示书，充分认识基金的风险收益特征和产品特性，认真考虑基金存在的各项风险因素，并根据自身的投资目的、投资期限、投资经验、资产状况等因素充分考虑自身的风险承受能力，在了解产品情况及销售适当性意见的基础上，理性判断并谨慎做出投资决策。根据有关法律法规，银华基金管理股份有限公司做出如下风险揭示：一、依据投资对象的不同,基金分为股票基金、混合基金、债券基金、货币市场基金、基金中基金、商品基金等不同类型，您投资不同类型的基金将获得不同的收益预期，也将承担不同程度的风险。一般来说，基金的收益预期越高，您承担的风险也越大。二、基金在投资运作过程中可能面临各种风险，既包括市场风险，也包括基金自身的管理风险、技术风险和合规风险等。巨额赎回风险是开放式基金所特有的一种风险，即当单个开放日基金的净赎回申请超过基金总份额的一定比例（开放式基金为百分之十，定期开放基金为百分之二十，中国证监会规定的特殊产品除外）时，您将可能无法及时赎回申请的全部基金份额，或您赎回的款项可能延缓支付。三、您应当充分了解基金定期定额投资和零存整取等储蓄方式的区别。定期定额投资是引导投资者进行长期投资、平均投资成本的一种简单易行的投资方式，但并不能规避基金投资所固有的风险，不能保证投资者获得收益，也不是替代储蓄的等效理财方式。四、特殊类型产品风险揭示：请投资者关注标的指数波动的风险以及ETF（交易型开放式基金）投资的特有风险。五、基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资产，但不保证基金一定盈利，也不保证最低收益。基金的过往业绩及其净值高低并不预示其未来业绩表现，基金管理人管理的其他基金的业绩并不构成对基金业绩表现的保证。银华基金管理股份有限公司提醒您基金投资的“买者自负”原则，在做出投资决策后，基金运营状况与基金净值变化引致的投资风险，由您自行负担。基金管理人、基金托管人、基金销售机构及相关机构不对基金投资收益做出任何承诺或保证。六、以上基金由银华基金依照有关法律法规及约定申请募集，并经中国证券监督管理委员会（以下简称“中国证监会”）许可注册。基金的基金合同、基金招募说明书和基金产品资料概要已通过中国证监会基金电子披露网站【http://eid.csrc.gov.cn/fund/】和基金管理人网站【www.yhfund.com.cn】进行了公开披露。中国证监会对基金的注册，并不表明其对基金的投资价值、市场前景和收益作出实质性判断或保证，也不表明投资于基金没有风险。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2414355384"}