被动投资火了！京东金融财富投研：投资ETF要有“三招两式”

中金在线11-19 14:46

“被动投资”火了！Wind数据显示，截至2024年三季度末，被动指数型基金(含指数增强型基金)持有A股市值达3.16万亿元，超过同期主动权益类基金2.89万亿元的总市值，A股被动基金持仓规模史上首次超越主动基金。公募基金三季报显示，被动指数基金持有A股市值占比达51.11%，史上首次超过主动权益类基金。作为指数基金的重要部分，ETF持续受到市场追捧，成为投资者入市的主流方式。截止2024年三季度末...

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/2484772962?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-11-19 14:46","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2484772962","market":"us","top_or_hot":-1,"title":"被动投资火了！京东金融财富投研：投资ETF要有“三招两式”","media":"中金在线","content":"<div>\n<p>“被动投资”火了！Wind数据显示，截至2024年三季度末，被动指数型基金(含指数增强型基金)持有A股市值达3.16万亿元，超过同期主动权益类基金2.89万亿元的总市值，A股被动基金持仓规模史上首次超越主动基金。公募基金三季报显示，被动指数基金持有A股市值占比达51.11%，史上首次超过主动权益类基金。作为指数基金的重要部分，ETF持续受到市场追捧，成为投资者入市的主流方式。截止2024年三季度末...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241119145148a244f1ef&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>被动投资火了！京东金融财富投研：投资ETF要有“三招两式”</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被动投资火了！京东金融财富投研：投资ETF要有“三招两式”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-19 14:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241119145148a244f1ef&s=b><strong>中金在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“被动投资”火了！Wind数据显示，截至2024年三季度末，被动指数型基金(含指数增强型基金)持有A股市值达3.16万亿元，超过同期主动权益类基金2.89万亿元的总市值，A股被动基金持仓规模史上首次超越主动基金。公募基金三季报显示，被动指数基金持有A股市值占比达51.11%，史上首次超过主动权益类基金。作为指数基金的重要部分，ETF持续受到市场追捧，成为投资者入市的主流方式。截止2024年三季度末...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241119145148a244f1ef&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":"BK4551","symbol_name":"寇图资本持仓","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241119145148a244f1ef&s=b","article_id":"2484772962","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241119145148a244f1ef&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=2484772962","pubTimestamp":1731998809,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"“被动投资”火了！截止2024年三季度末，沪深两市ETF投资者已达992万户。京东金融财富投研团队指出，普通投资者可在ETF投资中采用“三招两式”。比如以中央汇金为代表的“国家队”资金大幅增持了沪深300指数ETF。ETF投资“两式”中的第一式是做好权益资产与固收资产的配置比例。对于普通投资者来说，相较于场内ETF产品，投资场外ETF联接基金更为便捷，已经成为当下年轻投资者“借基入市”的主流选择。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4551":"寇图资本持仓","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK4505":"高瓴资本持仓","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","BK4504":"桥水持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","FDN":"First Trust Dow Jones Internet I","BK4122":"互联网与直销零售","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","09618":"京东集团-SW","BK4531":"中概回港概念","JD":"京东","BK4585":"ETF&股票定投概念","BK4509":"腾讯概念","BK4558":"双十一","BK4220":"综合零售","BK4524":"宅经济概念","SG9999002463.SGD":"LionGlobal China Growth SGD","IE0008368742.USD":"首域中国增长基金I Acc","BK4579":"人工智能","BK4526":"热门中概股","BK4588":"碎股","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC"},"translate_title":"Passive investment is on fire! JD Financial Wealth Investment Research: Investing in ETFs requires \"three tricks and two styles\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FDN":1,"JD":0.9,"09618":0.6},"content_text":"“被动投资”火了！Wind数据显示，截至2024年三季度末，被动指数型基金(含指数增强型基金)持有A股市值达3.16万亿元，超过同期主动权益类基金2.89万亿元的总市值，A股被动基金持仓规模史上首次超越主动基金。公募基金三季报显示，被动指数基金持有A股市值占比达51.11%，史上首次超过主动权益类基金。作为指数基金的重要部分，ETF持续受到市场追捧，成为投资者入市的主流方式。截止2024年三季度末，沪深两市ETF投资者已达992万户。该数据与7.2亿基民数量、2.2亿股民数量来对比，预计未来ETF用户规模仍有较大增长空间。京东金融财富投研团队指出，普通投资者可在ETF投资中采用“三招两式”。“三招”里第一招就是正确选品，跟着国运走。比如中证A500作为“新一代”宽基指数，结合了‘核心资产’与‘新质生产力’的双重概念，在行业分布上更为均衡，增配了新质生产力相关行业。投资A500就是在投资我们的国运。第二招就是跟着“国家队”买宽基指数，尤其是新投资者。比如以中央汇金为代表的“国家队”资金大幅增持了沪深300指数ETF。数据显示，三季度末，“国家队”持有的主流股票型ETF市值超9400亿元，是去年末持仓总市值的8倍以上。第三招是要审慎选择行业赛道，不能刻舟求剑。有一定风险承受能力的投资者，如果对行业有一定判断，可以选赛道，但不要背离大趋势，不能按既往经验“刻舟求剑”，毕竟过去的业绩不代表未来。ETF投资“两式”中的第一式是做好权益资产与固收资产的配置比例。经济学统计研究发现，总投资回报的91.5%由资产配置决定，只有4.6%由产品决定，1.8% 由市场时机决定，剩下的2.1%由其他因素决定。资产配置中如何那些组合？京东金融财富投研团队普通投资者可参考“100减去年龄”法则——用100减去你的年龄，就是可配置的权益资产比例。比如35岁，权益资产可占比65%，固收类可占比35%。第二式是通过月度或季度的定投来平滑成本，降低风险。那些在坑里的时光，就是通过定投积累的最佳时机，有点像竹笋的生长——“地下三年,一朝破土,一朝长一尺,一天长一丈”。对于普通投资者来说，相较于场内ETF产品，投资场外ETF联接基金更为便捷，已经成为当下年轻投资者“借基入市”的主流选择。投资者无需开立证券账户，可通过京东金融等互联网三方代销平台以及银行等渠道购买；还可设置定投模式，定时定额扣款，平滑投资风险。此外，相较于主动管理产品，场外ETF联接基金的管理费、托管费及认购申购费用通常较低，有助于节约交易成本。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"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":"4.29.1","shortVersion":"4.29.1","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/2484772962"}