市场轮换波动，紧跟大盘的上证综指ETF不关注一下？

每日经济新闻07-03

回顾2024年上半年，A股市场从开年探底到绝地反弹，再到如今震荡波动，期间涌现出多重热点，高股息蓝筹股表现强势，人工智能再度踊跃，低空经济等题材热点一度活跃……展望下半年，宏观经济修复力度有望持续上升，A股业绩有望企稳回升。从风险溢价率来看，未来A股投资性价比有望提升。情绪角度来看，下半年市场波动性可能继续维持……如何才能更好地把握下半年的A股市场呢？上证综指历史悠久、覆盖度广、市场认可度高，编制...

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Don't you pay attention to the Shanghai Composite Index ETF, which closely follows the broader market?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"510760":1,"000001":0.9},"content_text":"回顾2024年上半年，A股市场从开年探底到绝地反弹，再到如今震荡波动，期间涌现出多重热点，高股息蓝筹股表现强势，人工智能再度踊跃，低空经济等题材热点一度活跃……展望下半年，宏观经济修复力度有望持续上升，A股业绩有望企稳回升。从风险溢价率来看，未来A股投资性价比有望提升。情绪角度来看，下半年市场波动性可能继续维持……如何才能更好地把握下半年的A股市场呢？上证综指历史悠久、覆盖度广、市场认可度高，编制规则优化后指数的稳定性和代表性进一步提升，是投资A股更具代表性的宽基指数，当之无愧的“A股晴雨表”。1、集中覆盖中国优质资产，重要宽基指数上证综指集中覆盖中国优质资产，是做多中国资产的重要渠道。上证综指对A股资产具备良好的代表性，总市值占比达65%，2023年的营收与利润占比分别达70.9%和79.6%，近三年的累计分红金额占比也达74.8%。上证综指作为重要的宽基指数，已经集中覆盖了多数A股优质资产，可以视作广泛投资中国资产的重要渠道。2、“中字头”占比更高，相比沪深300超额18%上证综指相比沪深300等宽基指数，更加受益于新“国九条”的影响，受“中特估”的驱动更加明显。上证综指和沪深300指数中央国企占比分别为63%和52%。这也使上证综指能够更好地把握央国企的配置价值。截至6月30日，上证综指相对沪深300指数近三年实现超额收益16.36%。3、抽样复制带来指数增强，超额收益达18%上证综指ETF（510760.SH）采用抽样复制策略，在实现跟踪目标的基础上取得了一定超额收益。数据显示，截至3月31日，上证综指ETF各阶段超额收益显著。其中近三年收益6.15%，同期上证综指涨幅为-11.64%，超额收益达到17.79%。数据来源：基金定期报告，数据截至2024年3月31日。我国基金运作时间较短，不能反映股市发展的所有阶段。指数/基金过往表现仅供参考，不预示未来表现。4、低至0.15%/年，全市场费率最低投资利器之一值得注意的是，上证综指ETF目前也是全市场费率最低的大盘投资利器之一，管理费率低至0.15%/年，托管费率低至0.05%/年。感兴趣的投资者可以布局上证综指ETF，把握A股市场中长期的修复行情。风险提示：数据来源wind，数据截至2024/6/30。上证综指和沪深300近三年涨跌幅分别为-16.95%和-33.31%，上证综指相对沪深300超额16.36%。上证综指ETF成立于2020/8/21，2020年-2023年业绩/业绩比较基准收益分别为0.27%/3.25%、10.57%/4.80%、-7.27%/-15.13%、-0.28%/-3.70%。数据来源：基金定期报告。我国基金运作时间较短，不能反映股市发展的所有阶段。指数/基金过往表现仅供参考，不预示未来表现。本基金属于股票型基金，其预期收益及预期风险水平理论上高于混合型基金、债券型基金和货币市场基金。本基金为指数型基金，跟踪上证综合指数，其风险收益特征与标的指数所表征的市场组合的风险收益特征相似。投资者在进行投资决策前，应仔细阅读基金的《招募说明书》和《基金合同》，关注投资者适当性管理相关规定，提前做好风险测评，并根据您自身的风险承受能力购买与之相匹配的风险等级的基金产品。基金有风险，投资需谨慎。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","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":"4.25.1","shortVersion":"4.25.1","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/2448540146"}