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恢复你说就是就是吧

01-29

[贱笑] 那他们今天估计得老闹心了，😂在跟耶稣忏悔，为什么上周五这么想不开呢？

从美股"杀回"A股！QDII基金反手做多中国资产，什么信号？

恢复你说就是就是吧

2023-06-16

$SG人民币主连 2306(UCmain)$ 人民币现在年化利率2%还有人抢呢啊...[龇牙]

恢复你说就是就是吧

2023-06-15

$纳斯达克(.IXIC)$ 这是好日子没几天了，[流泪] 又是这种好像机构没跑完无奈还得拉的感觉？

恢复你说就是就是吧

2023-04-01

$微型10年美债收益率主连 2304(10Ymain)$ 就这cpi还能下来？[龇牙] 等着下个月起飞吧

恢复你说就是就是吧

2023-03-17

$英伟达(NVDA)$ 空起来，٩(๑•ㅂ•)۶ 坐等数钱

恢复你说就是就是吧

2023-02-02

$谷歌A(GOOGL)$ 必须喜啊~

恢复你说就是就是吧

2022-11-28

$上证指数(000001.SH)$ 哪位帅哥美女告诉我，周末不是降息降准吗？因为啥跌这么多啊

恢复你说就是就是吧

2022-10-10

$WTI原油主连 2211(CLmain)$好家伙，鲍老板伤敌不多自损1000.. 废了半天劲一顿加息，没想到人家一个小操作油价又回来了

去老虎APP查看更多动态

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那他们今天估计得老闹心了，😂在跟耶稣忏悔，为什么上周五这么想不开呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268222270828864","repostId":"2406009043","repostType":2,"repost":{"id":"2406009043","kind":"highlight","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1706494800,"share":"https://www.laohu8.com/m/news/2406009043?lang=&edition=full","pubTime":"2024-01-29 10:20","market":"hk","language":"zh","title":"从美股\"杀回\"A股！QDII基金反手做多中国资产，什么信号？","url":"https://stock-news.laohu8.com/highlight/detail?id=2406009043","media":"券商中国","summary":"种种迹象显示，买向海外股票的QDII基金正在反手买回国内。富国全球健康生活QDII基金也在去年年末开始反向做多A股和港股的中国资产，并开始出现对美股的偏配。经济复苏提升中国股票吸引力关于QDII反手做多中国资产的考虑，部分QDII基金经理认为复苏的提振将逐步显现在中国资本市场上。","content":"<html><head></head><body><p>种种迹象显示，买向海外股票的QDII基金正在反手买回国内。</p><p style=\"text-align: justify;\">多只QDII基金披露的持仓结构信息显示，QDII基金经理不仅开始削减美股资产的比重、增配港股的中国资产，同时还出现增配A股资产的新现象，而在2023年一二三季度曾出现相关QDII逐季削减A股和港股比重，此番反手做多A股资产或已凸显非理性行为爆发后，当前中国股票资产已出现极致的性价比。</p><p><strong>QDII基金从美股“杀回”A股</strong></p><p style=\"text-align: justify;\">易方达全球成长精选QDII披露的2023年四季报显示，该只QDII在去年末的重仓股持仓中开始逐步凸显A股上市公司的投资比重，增仓A股相关工业机器人与工业软件类的上市公司，使得该基金核心持仓中的A股资产较三季度末有小幅提高，这也是该只基金在去年第一季度末于重仓股持仓中削减A股股票后，首次出现A股重仓股环比提升的现象。</p><p style=\"text-align: justify;\">除了核心重仓股开始提升A股仓位，此前主打美股的易方达全球成长精选QDII，还在隐形重仓股中持有比重不少的A股资产和港股资产。最新季报显示，截至2023年12月末，该只基金持有的A股资产占该QDII基金的比重已达到22.06%，根据重仓股仓位分布数据推测，这22%的A股仓位大部分为隐形重仓股和观察仓。</p><p style=\"text-align: justify;\">业内人士判断，大比重的A股观察仓和隐形重仓股意味着，在A股估值极度便宜和政策持续稳定市场的大背景下，相关A股资产的观察仓在市场风向偏好提升后，存在继续提升仓位的可能。</p><p style=\"text-align: justify;\">富国全球健康生活QDII基金也在去年年末开始反向做多A股和港股的中国资产，并开始出现对美股的偏配。</p><p style=\"text-align: justify;\">券商中国记者注意到，上述富国旗下相关QDII在2023年第四季度末，大幅增加A股上市公司在重仓股名单中的地位，这与去年第三季度末的A股股票数量较少有所不同。最新持仓显示，该QDII前十大重仓股中的A股股票数量已从此前的1只提升到3只。</p><p style=\"text-align: justify;\">与此同时，富国全球健康生活QDII还在其全部股票仓位中提升A股和港股的比重，其中A股仓位已出现环比提升，截至2023年12月末的A股仓位比例已达22.96%。港股的中国资产在同期也提升至43.65%，在对包括A股和港股的中国资产进行加仓后，该只QDII的美股仓位已降至3.13%。</p><p style=\"text-align: justify;\">此外，赢得去年冠军基金的广发全球精选基金也在去年末显著调减美股仓位，并小幅加仓港股的中国资产。</p><p><strong>经济复苏提升中国股票吸引力</strong></p><p style=\"text-align: justify;\">关于QDII反手做多中国资产的考虑，部分QDII基金经理认为复苏的提振将逐步显现在中国资本市场上。</p><p style=\"text-align: justify;\">广发全球精选QDII基金经理李耀柱表示，已看到了中国经济数据的复苏，去年四季度国内政策进一步落实稳增长措施，财政政策方面，中央增发1万亿元国债，并上调赤字率目标；货币政策方面，商业银行各期限定期存款再度下调；房地产方面，监管当局在金融机构座谈会上提出“三个不低于”；北上优化地产政策，涉及下调首套、二套最低首付比例与房贷利率下限、优化普宅认定标准等多项举措，去年末召开的政策会议及中央经济工作会议针对2024年工作定调“以进促稳、先立后破”，积极的财政政策适度加力、稳健的货币政策灵活适度，并强调增强宏观政策取向一致性，助力中国经济复苏向上，香港资本市场方面，调降香港印花税率至0.1%，也提振了港股市场流动性。</p><p style=\"text-align: justify;\">“在区域配置上增加了对于中国资产的配置，低配欧洲和其他新兴市场。”南方全球精选基金经理黄亮认为，在港股投资上保持港股行业长期相对均衡的配置的基础上，维持了原有对于互联网、可选消费、医疗等新经济领域的超配，同时配置了具有一定成长性、低估值的传统行业个股的配置。积极的财政政策也将是恢复市场信心和活力的重要支撑。港股市场对悲观情绪都已经有了充分的股价上的反应。预期以港股市场估值和公司盈利的增长来看，已经具备了非常高的投资价值。一旦美国进入到降息的货币政策周期，港股大概率会有较好的估值修复机会。在行业和个股上，受益于政策面调整的新经济领域以及受益于稳经济政策的传统经济领域都有较好的投资机会。</p><p><strong>中国资产弹性空间或更大</strong></p><p style=\"text-align: justify;\">对于当期A股和港股市场的表现，多位基金经理也认为市场底部正在形成，中国资产的弹性空间或比海外股票更大。</p><p style=\"text-align: justify;\">摩根士丹利基金相关人士认为，核心变量为国内政策发力进度。去年底开始发行的万亿国债有望在今年继续发行，同时财政继续加码的可能性仍然较大。从节奏上看，今年一季度政策效果可能难以很快显现，因此上市公司盈利增速预计不高，但后续逐季抬升的概率较高。因此，认为当前市场可能处于磨底状态，红利资产预计表现更好；中长期角度，符合科技自立自强以及真正受益于AI产业高速发展的科技板块、景气度保持在较高水平并且受益于政策持续加码的高端制造板块值得关注。对于2024年中国经济，预计增速仍然能够保持平稳，万亿国债将形成可观的实物工作量，出口也有望走出低谷，这可能存在较大的预期差，北向资金回流的概率增加，有望对A股市场起到很好的助推作用。</p><p style=\"text-align: justify;\">前海开源基金杨德龙认为，经济稳定复苏，上市公司盈利预期增强，这是提振股市表现最根本的措施。1月23日晚间，人民币汇率持续拉升，在离岸人民币兑美元汇率双双涨超200点，认为中概股集体走高，大幅上涨，而富时中国A50指数期货以直线拉升。这也表明海外投资者对于中国资产的看好力度在增强。</p><p style=\"text-align: justify;\">上述基金经理认为，一系列的政策利好有望逐步形成合力，带动市场出现探底回升，投资者信心也逐步得到一定的恢复。经过前期的大幅下跌之后，很多优质个股已经跌破了价值，这可能会吸引中长线资金入场布局。而近期国家队的资金通过买入几百亿元规模的ETF，就是用真金白银向市场释放出积极信号。</p></body></html>","collect":0,"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>从美股\"杀回\"A股！QDII基金反手做多中国资产，什么信号？</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{ 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}\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从美股\"杀回\"A股！QDII基金反手做多中国资产，什么信号？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2024-01-29 10:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>种种迹象显示，买向海外股票的QDII基金正在反手买回国内。</p><p style=\"text-align: justify;\">多只QDII基金披露的持仓结构信息显示，QDII基金经理不仅开始削减美股资产的比重、增配港股的中国资产，同时还出现增配A股资产的新现象，而在2023年一二三季度曾出现相关QDII逐季削减A股和港股比重，此番反手做多A股资产或已凸显非理性行为爆发后，当前中国股票资产已出现极致的性价比。</p><p><strong>QDII基金从美股“杀回”A股</strong></p><p style=\"text-align: justify;\">易方达全球成长精选QDII披露的2023年四季报显示，该只QDII在去年末的重仓股持仓中开始逐步凸显A股上市公司的投资比重，增仓A股相关工业机器人与工业软件类的上市公司，使得该基金核心持仓中的A股资产较三季度末有小幅提高，这也是该只基金在去年第一季度末于重仓股持仓中削减A股股票后，首次出现A股重仓股环比提升的现象。</p><p style=\"text-align: justify;\">除了核心重仓股开始提升A股仓位，此前主打美股的易方达全球成长精选QDII，还在隐形重仓股中持有比重不少的A股资产和港股资产。最新季报显示，截至2023年12月末，该只基金持有的A股资产占该QDII基金的比重已达到22.06%，根据重仓股仓位分布数据推测，这22%的A股仓位大部分为隐形重仓股和观察仓。</p><p style=\"text-align: justify;\">业内人士判断，大比重的A股观察仓和隐形重仓股意味着，在A股估值极度便宜和政策持续稳定市场的大背景下，相关A股资产的观察仓在市场风向偏好提升后，存在继续提升仓位的可能。</p><p style=\"text-align: justify;\">富国全球健康生活QDII基金也在去年年末开始反向做多A股和港股的中国资产，并开始出现对美股的偏配。</p><p style=\"text-align: justify;\">券商中国记者注意到，上述富国旗下相关QDII在2023年第四季度末，大幅增加A股上市公司在重仓股名单中的地位，这与去年第三季度末的A股股票数量较少有所不同。最新持仓显示，该QDII前十大重仓股中的A股股票数量已从此前的1只提升到3只。</p><p style=\"text-align: justify;\">与此同时，富国全球健康生活QDII还在其全部股票仓位中提升A股和港股的比重，其中A股仓位已出现环比提升，截至2023年12月末的A股仓位比例已达22.96%。港股的中国资产在同期也提升至43.65%，在对包括A股和港股的中国资产进行加仓后，该只QDII的美股仓位已降至3.13%。</p><p style=\"text-align: justify;\">此外，赢得去年冠军基金的广发全球精选基金也在去年末显著调减美股仓位，并小幅加仓港股的中国资产。</p><p><strong>经济复苏提升中国股票吸引力</strong></p><p style=\"text-align: justify;\">关于QDII反手做多中国资产的考虑，部分QDII基金经理认为复苏的提振将逐步显现在中国资本市场上。</p><p style=\"text-align: justify;\">广发全球精选QDII基金经理李耀柱表示，已看到了中国经济数据的复苏，去年四季度国内政策进一步落实稳增长措施，财政政策方面，中央增发1万亿元国债，并上调赤字率目标；货币政策方面，商业银行各期限定期存款再度下调；房地产方面，监管当局在金融机构座谈会上提出“三个不低于”；北上优化地产政策，涉及下调首套、二套最低首付比例与房贷利率下限、优化普宅认定标准等多项举措，去年末召开的政策会议及中央经济工作会议针对2024年工作定调“以进促稳、先立后破”，积极的财政政策适度加力、稳健的货币政策灵活适度，并强调增强宏观政策取向一致性，助力中国经济复苏向上，香港资本市场方面，调降香港印花税率至0.1%，也提振了港股市场流动性。</p><p style=\"text-align: justify;\">“在区域配置上增加了对于中国资产的配置，低配欧洲和其他新兴市场。”南方全球精选基金经理黄亮认为，在港股投资上保持港股行业长期相对均衡的配置的基础上，维持了原有对于互联网、可选消费、医疗等新经济领域的超配，同时配置了具有一定成长性、低估值的传统行业个股的配置。积极的财政政策也将是恢复市场信心和活力的重要支撑。港股市场对悲观情绪都已经有了充分的股价上的反应。预期以港股市场估值和公司盈利的增长来看，已经具备了非常高的投资价值。一旦美国进入到降息的货币政策周期，港股大概率会有较好的估值修复机会。在行业和个股上，受益于政策面调整的新经济领域以及受益于稳经济政策的传统经济领域都有较好的投资机会。</p><p><strong>中国资产弹性空间或更大</strong></p><p style=\"text-align: justify;\">对于当期A股和港股市场的表现，多位基金经理也认为市场底部正在形成，中国资产的弹性空间或比海外股票更大。</p><p style=\"text-align: justify;\">摩根士丹利基金相关人士认为，核心变量为国内政策发力进度。去年底开始发行的万亿国债有望在今年继续发行，同时财政继续加码的可能性仍然较大。从节奏上看，今年一季度政策效果可能难以很快显现，因此上市公司盈利增速预计不高，但后续逐季抬升的概率较高。因此，认为当前市场可能处于磨底状态，红利资产预计表现更好；中长期角度，符合科技自立自强以及真正受益于AI产业高速发展的科技板块、景气度保持在较高水平并且受益于政策持续加码的高端制造板块值得关注。对于2024年中国经济，预计增速仍然能够保持平稳，万亿国债将形成可观的实物工作量，出口也有望走出低谷，这可能存在较大的预期差，北向资金回流的概率增加，有望对A股市场起到很好的助推作用。</p><p style=\"text-align: justify;\">前海开源基金杨德龙认为，经济稳定复苏，上市公司盈利预期增强，这是提振股市表现最根本的措施。1月23日晚间，人民币汇率持续拉升，在离岸人民币兑美元汇率双双涨超200点，认为中概股集体走高，大幅上涨，而富时中国A50指数期货以直线拉升。这也表明海外投资者对于中国资产的看好力度在增强。</p><p style=\"text-align: justify;\">上述基金经理认为，一系列的政策利好有望逐步形成合力，带动市场出现探底回升，投资者信心也逐步得到一定的恢复。经过前期的大幅下跌之后，很多优质个股已经跌破了价值，这可能会吸引中长线资金入场布局。而近期国家队的资金通过买入几百亿元规模的ETF，就是用真金白银向市场释放出积极信号。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a1fbbe0320694c78881052ba4a922685","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzA3NjM5MjIwOQ==&mid=2652129686&idx=2&sn=0c501108773e06630fc8b8f16658f72d&chksm=857b15cbac25f23271be785cc1054cbbbd6276596f9768537674c5e355880be6cebf27c40166&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2406009043","content_text":"种种迹象显示，买向海外股票的QDII基金正在反手买回国内。多只QDII基金披露的持仓结构信息显示，QDII基金经理不仅开始削减美股资产的比重、增配港股的中国资产，同时还出现增配A股资产的新现象，而在2023年一二三季度曾出现相关QDII逐季削减A股和港股比重，此番反手做多A股资产或已凸显非理性行为爆发后，当前中国股票资产已出现极致的性价比。QDII基金从美股“杀回”A股易方达全球成长精选QDII披露的2023年四季报显示，该只QDII在去年末的重仓股持仓中开始逐步凸显A股上市公司的投资比重，增仓A股相关工业机器人与工业软件类的上市公司，使得该基金核心持仓中的A股资产较三季度末有小幅提高，这也是该只基金在去年第一季度末于重仓股持仓中削减A股股票后，首次出现A股重仓股环比提升的现象。除了核心重仓股开始提升A股仓位，此前主打美股的易方达全球成长精选QDII，还在隐形重仓股中持有比重不少的A股资产和港股资产。最新季报显示，截至2023年12月末，该只基金持有的A股资产占该QDII基金的比重已达到22.06%，根据重仓股仓位分布数据推测，这22%的A股仓位大部分为隐形重仓股和观察仓。业内人士判断，大比重的A股观察仓和隐形重仓股意味着，在A股估值极度便宜和政策持续稳定市场的大背景下，相关A股资产的观察仓在市场风向偏好提升后，存在继续提升仓位的可能。富国全球健康生活QDII基金也在去年年末开始反向做多A股和港股的中国资产，并开始出现对美股的偏配。券商中国记者注意到，上述富国旗下相关QDII在2023年第四季度末，大幅增加A股上市公司在重仓股名单中的地位，这与去年第三季度末的A股股票数量较少有所不同。最新持仓显示，该QDII前十大重仓股中的A股股票数量已从此前的1只提升到3只。与此同时，富国全球健康生活QDII还在其全部股票仓位中提升A股和港股的比重，其中A股仓位已出现环比提升，截至2023年12月末的A股仓位比例已达22.96%。港股的中国资产在同期也提升至43.65%，在对包括A股和港股的中国资产进行加仓后，该只QDII的美股仓位已降至3.13%。此外，赢得去年冠军基金的广发全球精选基金也在去年末显著调减美股仓位，并小幅加仓港股的中国资产。经济复苏提升中国股票吸引力关于QDII反手做多中国资产的考虑，部分QDII基金经理认为复苏的提振将逐步显现在中国资本市场上。广发全球精选QDII基金经理李耀柱表示，已看到了中国经济数据的复苏，去年四季度国内政策进一步落实稳增长措施，财政政策方面，中央增发1万亿元国债，并上调赤字率目标；货币政策方面，商业银行各期限定期存款再度下调；房地产方面，监管当局在金融机构座谈会上提出“三个不低于”；北上优化地产政策，涉及下调首套、二套最低首付比例与房贷利率下限、优化普宅认定标准等多项举措，去年末召开的政策会议及中央经济工作会议针对2024年工作定调“以进促稳、先立后破”，积极的财政政策适度加力、稳健的货币政策灵活适度，并强调增强宏观政策取向一致性，助力中国经济复苏向上，香港资本市场方面，调降香港印花税率至0.1%，也提振了港股市场流动性。“在区域配置上增加了对于中国资产的配置，低配欧洲和其他新兴市场。”南方全球精选基金经理黄亮认为，在港股投资上保持港股行业长期相对均衡的配置的基础上，维持了原有对于互联网、可选消费、医疗等新经济领域的超配，同时配置了具有一定成长性、低估值的传统行业个股的配置。积极的财政政策也将是恢复市场信心和活力的重要支撑。港股市场对悲观情绪都已经有了充分的股价上的反应。预期以港股市场估值和公司盈利的增长来看，已经具备了非常高的投资价值。一旦美国进入到降息的货币政策周期，港股大概率会有较好的估值修复机会。在行业和个股上，受益于政策面调整的新经济领域以及受益于稳经济政策的传统经济领域都有较好的投资机会。中国资产弹性空间或更大对于当期A股和港股市场的表现，多位基金经理也认为市场底部正在形成，中国资产的弹性空间或比海外股票更大。摩根士丹利基金相关人士认为，核心变量为国内政策发力进度。去年底开始发行的万亿国债有望在今年继续发行，同时财政继续加码的可能性仍然较大。从节奏上看，今年一季度政策效果可能难以很快显现，因此上市公司盈利增速预计不高，但后续逐季抬升的概率较高。因此，认为当前市场可能处于磨底状态，红利资产预计表现更好；中长期角度，符合科技自立自强以及真正受益于AI产业高速发展的科技板块、景气度保持在较高水平并且受益于政策持续加码的高端制造板块值得关注。对于2024年中国经济，预计增速仍然能够保持平稳，万亿国债将形成可观的实物工作量，出口也有望走出低谷，这可能存在较大的预期差，北向资金回流的概率增加，有望对A股市场起到很好的助推作用。前海开源基金杨德龙认为，经济稳定复苏，上市公司盈利预期增强，这是提振股市表现最根本的措施。1月23日晚间，人民币汇率持续拉升，在离岸人民币兑美元汇率双双涨超200点，认为中概股集体走高，大幅上涨，而富时中国A50指数期货以直线拉升。这也表明海外投资者对于中国资产的看好力度在增强。上述基金经理认为，一系列的政策利好有望逐步形成合力，带动市场出现探底回升，投资者信心也逐步得到一定的恢复。经过前期的大幅下跌之后，很多优质个股已经跌破了价值，这可能会吸引中长线资金入场布局。而近期国家队的资金通过买入几百亿元规模的ETF，就是用真金白银向市场释放出积极信号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187905693413504,"gmtCreate":1686901405633,"gmtModify":1686901810322,"author":{"id":"3560207765427003","authorId":"3560207765427003","name":"恢复你说就是就是吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560207765427003","authorIdStr":"3560207765427003"},"themes":[],"htmlText":"<a 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