金融工程专题报告：科创领涨央企红利优势显著

长江证券股份有...06-26

自2023年7月以来，长江金工团队先后推出红利精选策略、行业高胜率策略等多款主动量化产品，为投资者跟踪市场热点、精选行业个股提供另类视角和投资选择。为了更好地洞悉策略表现和市场动态，特推出主动量化周报，内容包括但不限于策略、产品和基本面因子跟踪。策略跟踪：医药增强组合相对行业指数占优红利：上周市场整体震荡回调，科创板在改革新政利好催化下走出独立行情，周度收涨0.55%，超额全A 逾2%，红利策略...

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/2446938534?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-06-26 09:50","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2446938534","market":"sh","top_or_hot":-1,"title":"金融工程专题报告：科创领涨 央企红利优势显著","media":"长江证券股份有...","content":"<div>\n<p>自2023年7月以来，长江金工团队先后推出红利精选策略、行业高胜率策略等多款主动量化产品，为投资者跟踪市场热点、精选行业个股提供另类视角和投资选择。为了更好地洞悉策略表现和市场动态，特推出主动量化周报，内容包括但不限于策略、产品和基本面因子跟踪。策略跟踪：医药增强组合相对行业指数占优红利：上周市场整体震荡回调，科创板在改革新政利好催化下走出独立行情，周度收涨0.55%，超额全A 逾2%，红利策略...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406260950239f65dab1&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>金融工程专题报告：科创领涨 央企红利优势显著</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金融工程专题报告：科创领涨 央企红利优势显著\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-26 09:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406260950239f65dab1&s=b><strong>长江证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自2023年7月以来，长江金工团队先后推出红利精选策略、行业高胜率策略等多款主动量化产品，为投资者跟踪市场热点、精选行业个股提供另类视角和投资选择。为了更好地洞悉策略表现和市场动态，特推出主动量化周报，内容包括但不限于策略、产品和基本面因子跟踪。策略跟踪：医药增强组合相对行业指数占优红利：上周市场整体震荡回调，科创板在改革新政利好催化下走出独立行情，周度收涨0.55%，超额全A 逾2%，红利策略...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406260950239f65dab1&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":"BK0183","symbol_name":"MSCI概念","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406260950239f65dab1&s=b","article_id":"2446938534","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406260950239f65dab1&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=2446938534","pubTimestamp":1719366622,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"策略跟踪：医药增强组合相对行业指数占优红利：上周市场整体震荡回调，科创板在改革新政利好催化下走出独立行情，周度收涨0.55%，超额全A 逾2%，红利策略延续前期回调态势，中证红利指数跌幅达1.76%。医药：上周在板块持续回调的背景下，主动型产品收益持续领先，共有6 只产品收涨，招商医药健康产业领涨，周度收益达1.53%，而被动型产品整体回调幅度更大。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159940":"金融","159982":"中证500","BK0183":"MSCI概念","000825":"太钢不锈","BK0212":"黑色加工","BK0188":"融资融券","000825.SH":"央企红利","BK0044":"CDM项目","BK0028":"国家队"},"translate_title":"Special Report on Financial Engineering: Science and Technology Innovation Leads the Rise, Central Enterprises Have Significant Dividend Advantages","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159940":1,"159982":1,"000825.SH":1,"000825":0.9},"content_text":"自2023年7月以来，长江金工团队先后推出红利精选策略、行业高胜率策略等多款主动量化产品，为投资者跟踪市场热点、精选行业个股提供另类视角和投资选择。为了更好地洞悉策略表现和市场动态，特推出主动量化周报，内容包括但不限于策略、产品和基本面因子跟踪。策略跟踪：医药增强组合相对行业指数占优红利：上周市场整体震荡回调，科创板在改革新政利好催化下走出独立行情，周度收涨0.55%，超额全A 逾2%，红利策略延续前期回调态势，中证红利指数跌幅达1.76%。红利板块内红利质量回调幅度更大，红利低波和央企红利相对纯粹红利资产而言表现出一定韧性。上周央国企高分红30 和攻守兼备红利30 组合相对于中证红利全收益指数分别实现超额0.69%和0.58%，今年以来累计收益均跑赢主动型红利基金产品中位数。医药：从市场表现来看，上周在“科特估”概念催化下，以半导体为代表的A 股部分科技成长板块再度走强，信息技术与硬件超额全A 逾2%，而医药板块整体仍处于回调中。细分来看，医药各细分赛道均经历了一定程度的回调，其中医药零售回调幅度较大。上周医疗保健增强2.0组合跑赢行业指数0.27%，医疗保健增强1.0 组合今年以来跑至医药主题基金中位数附近。产品跟踪：被动型红利和主动型医药产品领先优势明确红利：上周被动型产品占优，港股通高股息产品收益优势显著，其中，华泰柏瑞中证港股通高股息投资联接A 领涨，周度收益约2.14%。医药：上周在板块持续回调的背景下，主动型产品收益持续领先，共有6 只产品收涨，招商医药健康产业领涨，周度收益达1.53%，而被动型产品整体回调幅度更大。基本面因子跟踪：基本面因子明显回调上周基本面因子明显回调，营收_TTM 增速和净利润率_TTM 韧性较强；从年度收益来看，目前PE_TTM 优势明显，但今年以来仍为负收益。风险提示1、数据均基于历史测算不代表未来表现；2、医药相关政策变化或带来不确定性。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"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":"4.24.2","shortVersion":"4.24.2","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/2446938534"}

金融工程专题报告：科创领涨 央企红利优势显著

精彩评论

金融工程专题报告：科创领涨央企红利优势显著