撣??箸???游??鈭斗????????韏????暹??

2023-03-29 08:03:02 ?交?嚗? ?詨?????亦移?? 雿???嚗? ????蝑?? 瘨?憍扳? 撘?憭?

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????繚撣??箸???游??鈭斗????????韏????暹?????冽???港漱??銵???銝????韏?韏??????????踹??鈭斗????漲???游??????閬?韏???嚗???閬??∩???????????????渡????鈭斗????漲銝???????閬???蝝?嚗???銝?韏????勗??銋啣?亥蓮銝箸郭???撟嗡??其漱????漲銝?????隡??拐??嗡?韏???銋啣?乓????韏?韏????其漱????漲銝??????????質??????蹂僭?亦?????蛛?雿?憒???鈭斗????漲??蝏??????隡????????綽??游?唬????喃?銝??雿???雿?蝵???敺?????????????????銝????曉?????拐?鈭斗????漲?????啣??敶???
????繚韐批??輻?銝??拍??嚗?銝????3/20-3/24嚗?憭?????撣??箏????蝚?30鈭踹??嚗????乩??典???3500鈭踹??????韐??唳??嚗?3??27?亙亢銵?????0.25銝??曉???寞?撘??賢?堆?憸?霈⊿???曆葉?踵??韏???5500鈭踹????韐批?撣??箏?拍??銝?銵?嚗??????輻??賢?箸?嗥????銝?銵?嚗???銝?摮?????銵?閫?璅∩???嚗???銵??拍????銝?銵?????????24?伐?R007銝?銵?36.4bp嚗?DR007銝?銵?41.4bp嚗?1撟湔???賢?箸?嗥????銝?銵?4.4bp嚗?10撟湔???賢?箸?嗥????銝?銵?0.7bp嚗???銝?摮?????銵?閫?璅∪??撠?3087.7鈭踹??嚗?1M/3M/6M??銝?摮????拍????銝?銵???
????繚韏???靘???嚗?鈭?蝥批??箏???頦?????勗??????瘚??亥蓮銝箏?箸????銵～????銝?韏???瘚??伐???瘚???09.5鈭踹??嚗???韏?雿?憸?銝???嚗???韏?韏?????銋啣??43.0鈭踹??嚗?ETF??瘚???0.3鈭踹??嚗??唳??蝡????∠掩?????粹??隞賡???撠?????閬??∩???????閫?璅∩???嚗??????霈∪??????閫?璅⊥?拙之??
????繚撣??箸??蝏??銝??典?賢????韏???鈭斗??瘣餉?摨�=?孵??嚗?TMT??鈭日???瘥?頞?40嚗?????韏?銋啣?仿???A?⊥??鈭日?瘥?靘?颲?????銝?????瘚瑕?撣??粹??拙??憟賣?孵??嚗?VIX???啣???賬?????唳?Ｘ????憭??唬???嚗??單釣摨�>?詨???????憌??潔蛹TMT????銝??踵????????瘨?韐嫘??
????繚撣??箏??憟踝?銵?銝??寥????函?萄????萄??霈曉????餉?????抵?瑕??蝐餉?????瘚??亥?璅∟?擃?嚗???銝?韏?????隞??賡?????刻?賬??撌乩????典??蝑?嚗???韏???隞???征鈭找??整??撌乩?鈭???蝵?????撖潔??賭漣?蹂誨??摰賣??ETF?唾?????嚗??嗡葉??銝??選?????銝???0嚗?ETF?唾揚颲?憭?嚗?銝?霂?50ETF韏???颲?憭?嚗?銵?銝?ETF隞亙???唾揚銝箔蜓嚗??嗡葉?啗?賣?&嚗??箄?賣掃頧?TF?唾揚颲?憭?嚗?靽⊥??????TF韏???颲?憭??????唾揚??擃???銝箏??賭葉霂?皜??⊿??鈭???蝵?ETF嚗???韏?????擃???銝箏??憭?銝?霂?蝘?????0ETF??
????繚瘚瑕?????嚗?蝢????典???????5bp嚗?蝢?????PMI????????嚗?蝏?瘚?隞??瑟???扳?扼??3??蝢????刻????霈?ㄟ???曄內嚗????支??????交??蝏???擃??拍??撠?????敶?????銵刻膩嚗??嫣蛹????閬?憸?憭????輻??喳?嚗?雿輸?????????園?湔?Ｗ???嚗?????蝢?????蝢??箸??冽?扳?????嗥揮??
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??????/STRONG>撣??箸???游??鈭斗????????韏????暹??
????銝????TMT??憭扯?銝??????3??23?伐?3??24?乩舅銝?漱???亦??鈭斗????瘥?餈?蝏????0嚗?嚗?TMT餈??乩漱????銝?漲40嚗??嗅?颯????銝?蝐餃??銵?銝?鈭斗????銝?漲蝒???0嚗??刻???撟游????餈?4甈∴?瘥?甈∪?憪?蝏????園?湔瓷??閫?敺?嚗?瘥?甈⊥??蝏??園?湔瓷??閫?敺?嚗??Ｗ??誑?函??????蝏???嚗?銋????賢?其?銝??園?渲???游????憭??箇?堆???漲隡?靽???銝?畾菜?園?氬???寞???唳??????批????蝏??園?湛???隞?????2021撟?????1??餈?畾菜?啗?賣?鈭斗?????游??銵???????撣??箸???游??鈭斗????????蝐餉????????萸??
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????繚鈭找?韏???/STRONG>
??????閬??∩???????????????渡????鈭斗????漲銝???????閬???蝝???敶?撣??箏?箇?唳???曆?瘨典??嚗???閬??∩??????典??憓?撘綽???隞亙?冽?踹??鈭斗????漲颲曉?唬?摰?蝔?摨�=?塚?蝏?撣訾??箇?啗?∩?擃?雿??????????蛛?????閬??∩???銝?????摰寞??撘????嗡???韏???????敹扳??蝏??餈???撖潸?游??箔漱????漲銝???????甇歹???閬??∩?????銝?摰?蝔?摨�??????渡????撣??箔漱????漲銝???????閬???蝝?銋?銝???靘?憒?嚗???021撟?-11?????啗?賣????港漱??銵???銝????閬??∩???????閫?璅⊥???暹?拙之嚗??餉?璅∟噢607.4鈭踹??嚗????典??????憸???擃?颲曉??2.8鈭踹??嚗????????∩?????閫?璅⊥?拙之嚗??踹??鈭斗????瘥?銝?????
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??????銝?韏????典??箔漱????漲銝????嗥????隡?憓?????銋啣?伐?雿?????撣??箇??漲銝????唬?摰?蝔?摨�2021撟???-9????嚗???銝?韏?????蝏???瘚??交?啗?賣??詨?喃?憭扯?銝?394.9鈭踹??嚗?????銝??????啗?賣??詨?唾?銝???鈭支?????0嚗???嚗???銝?韏?????皜?頧?蛹撠?撟?瘜Ｗ???10??摨?鈭斗????漲????銝???????銝?韏???????摨鑂之撟???蝏???銋啣?乓??
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??????韏?韏??????????踹??鈭斗????漲???游??????閬?韏???嚗??嗅?典??箸??蝏??瘨冽?嗡?????銋啣?交?典?典??箔漱????漲餈?銝?甇亙??皜押???其漱????漲銝???????嚗???韏?韏??????賭????蹂僭?伐?雿?憒???鈭斗????漲??蝏????嚗???韏?韏????????賭??箇?啣???????箇?????蛛??渲?喳??箔????喃?銝??雿???雿?蝵???2021撟渡???啗?賣????港漱??銵???銝????韏?韏????賣??瘜Ｗ?其???????蝏???銋啣?伐?8-9??銝斗??蝝????銋啣??21.5鈭踹??嚗??典???啗?賣??踹??鈭斗????漲嚗???0??????頧?蛹瘜Ｗ?函?渲?喳??瘚??箝??
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?????颱???閮?嚗??冽?踹???????游??鈭斗??銵???銝????韏?韏??????????踹??鈭斗????漲???游??????閬?韏???嚗???閬??∩???????????????渡????鈭斗????漲銝???????閬???蝝?嚗???銝?韏????勗??銋啣?亥蓮銝箸郭???撟嗡??其漱????漲銝?????隡??拐??嗡?韏??????唬僭??????韏?韏????其漱????漲銝??????????質??????蹂僭?亦?????蛛?雿?憒???鈭斗????漲??蝏??????隡????????綽??游?唬????喃?銝??雿???雿?蝵??撟嗡????????????曉??銋????拐?鈭斗????漲?????啣??敶???
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????韐批??輻?撌亙?瑚?韏???????/STRONG>
????銝????3/20-3/24嚗?憭?????撣??箏????蝚?30鈭踹????銝箇輕?日?嗉?雿?蝟餅??冽?批??????鋆?嚗?憭??撘?撅?????韐?500鈭踹??嚗???????4630鈭踹??憭??????韐??唳??嚗??鑂?撘?撅?900鈭踹???賢??圈??摰?摮?嚗???????500鈭踹???賢??圈??摰?摮??唳??嚗????乩??典???3500鈭踹??????韐??唳????
????韐批?撣??箏?拍??銝?銵?嚗?R007銝?DR007?拙榆?拙之嚗??????輻??賢?箸?嗥????銝?銵?嚗??????拙榆蝻拙?????????24?伐?R007銝?.00嚗?嚗?颲?????銝?銵?36.4bp嚗?DR007銝?.70嚗?嚗?颲?????銝?銵?41.4bp嚗?銝方???拙榆?拙之5.0bp??.30嚗???1撟湔???賢?箏?唳???嗥????銝???4.4bp??.29嚗?嚗?10撟湔???賢?箏?唳???嗥????銝???0.7bp??.87嚗?嚗??????拙榆蝻拙?3.6bp??.57嚗???
??????銝?摮?????銵?閫?璅∩???嚗???銵??拍????銝?銵???3??20??3??24?伐???銝?摮?????銵?493???颲?銝?????撠?186?????銵??餉?璅?099.8鈭踹??嚗?颲?銝?????撠?3087.7鈭踹??嚗???????24?伐?1銝?????3銝?????6銝?????銵??拍???????????????-3.1bp??-6.5bp??-7.5bp??.57嚗???2.55嚗???2.64嚗???
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????嚗?1嚗?韏???靘?蝏?
????韏???靘?蝏??寥???3??20??3??24?伐??唳??蝡????∠掩?????粹??66.9鈭蹂遢嚗?颲???????撠?21.6鈭蹂遢???∠巨??ETF颲???????瘚??綽?撖孵???瘚???0.3鈭踹?????典?冽?港葵撣??箄??韏???銋啣??43.0鈭踹??嚗???銋啣?仿?颲??????拙之117.5鈭踹??嚗???????24?伐?A?∟??韏?雿?憸?銝?5073.0鈭踹???????⊿?????典??瘚??伐?敶??典??瘚??亥?璅∩蛹109.5鈭踹??嚗???銋啣?仿?颲??????嗥?38.3鈭踹????
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????韏?????瘙??寥???3??20??3??24?伐?IPO??韏???憸???????33.4鈭踹??嚗??望??9摰嗅???貉?銵?IPO??銵?嚗???????27?亙????嚗????乩??典???11摰嗅???貉?銵?IPO??銵?嚗?霈∪????韏?閫?璅?90.3鈭踹??????閬??∩???????閫?璅∠憬撠?嚗???????102.8鈭踹??嚗???????霈∪??????閫?璅?50.1鈭踹??嚗?颲?????銝?????
????????圾蝳?撣??潔蛹875.2鈭踹??嚗?擐??????∩??????∟圾蝳?660.9鈭踹??嚗?擐???銝????∩遢閫�?49.9鈭踹??嚗?摰?憓??∩遢閫�?158.3鈭踹??嚗??嗡?6.1鈭踹??嚗?嚗?颲?????銝????????乩??刻圾蝳?閫?璅∩?????228.4鈭踹??嚗?擐??????∩??????∟圾蝳?356.3鈭踹??嚗?擐???銝????∩遢閫�?7.8鈭踹??嚗?摰?憓??∩遢閫�?833.8鈭踹??嚗??嗡?30.5鈭踹??嚗???
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????銝??典?賢????韏???鈭斗??瘣餉?摨�=?孵??嚗??⊥??憌??拇滯隞瑟????銝?????3??20??3??24?伐?敶??刻??韏?銋啣?仿?銝?012.2鈭踹??嚗???????24?伐???A?⊥??鈭日?瘥?靘?銝?.7嚗?嚗?颲?????銝???嚗???韏???鈭斗??瘣餉?摨鑂?撘綽??⊥??憌??拇滯隞瑚?????
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????銝????3/20-3/24嚗??單釣摨�>?詨???????憌??潭???啣??憭抒掩銵?銝?銝?MT????銝??踵????????瘨?韐嫘??敶??冽?Ｘ???????脣??雿??唳??????5??銵?銝???嚗???霂?50嚗?95嚗?嚗???TMT嚗?95嚗?嚗???蝘???50嚗?88嚗?嚗???瘝?楛300嚗?77嚗?嚗???????瘨?韐對?73嚗?嚗???
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????銵?銝???憟賭?嚗?銝????3/20-3/24嚗??萄????萄??霈曉????餉?????抵?瑕??蝐餉?????瘚??亥?璅∟?擃??????⊿??韏?????瘚???09.5鈭踹????銵?銝???憟賭?嚗??萄????餉?????押???萄??霈曉?餈?銝?銝??銝???銋啣?亥?璅∟?擃?嚗?銋啣?仿??憸?????蛹70.3鈭踹????34.9鈭踹????29.9鈭踹?????????箄?璅∟?擃???銵?銝?????靽～??霈∠??箝???斤???銵?銝?????韏?韏?????瘚???43.0鈭踹?????瑚??亦??嚗????刻??韏?韏???銋啣?亥?蝞??綽?+56.0鈭踹??嚗????萄?嚗?+45.6鈭踹??嚗?????靽∴?+16.9鈭踹??嚗?蝑?銵?銝?嚗??????箏?餉?????抬?-8.9鈭踹??嚗??????園????嚗?-3.6鈭踹??嚗??????脤??撅?嚗?-2.8鈭踹??嚗?蝑?銵?銝???銵?銝?ETF??瘚???8.0鈭踹??嚗???????瘚??亦?萄??霈曉??????園???????賡?脣??撌伐?憭批???瘚??箇?萄?銵?銝???
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??????銝?韏?????銋啣?亥?璅∟?擃???銝餉?????漪銝???嚗?+14.4鈭踹??嚗???摰?敺瑟?嗡誨嚗?+13.7鈭踹??嚗???韐萄????堆?+10.6鈭踹??嚗?蝑?嚗??????箄?璅∟?擃???銝餉????????梢◇嚗?-13.3鈭踹??嚗???銝??賜???嚗?-9.2鈭踹??嚗???撌乩?撖???嚗?-8.4鈭踹??嚗?蝑???
??????韏???銋啣?亥?璅∟?擃???銝箏極銝?撖???嚗?+7.6鈭踹??嚗???蝘?憭扯?憌?嚗?+6.3鈭踹??嚗???撖?甇�>漯-U嚗?+5.9鈭踹??嚗?蝑?嚗???韏??????箄?璅∟?擃???????漪銝???嚗?-3.0鈭踹??嚗???銝??賢像摰?嚗?-2.8鈭踹??嚗???摰?敺瑟?嗡誨嚗?-2.2鈭踹??嚗?蝑???
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