On December 28, 2023, there was a significant net inflow of 1355.8 billion yuan, a new high in single-day net amount since the end of July. At the opening of today's market, northbound funds maintained a net inflow trend, and A50 ETF (159601) is expected to continue yesterday's trend, with its holdings of Lixun Precision rising more than 3%, led by Industrial Fortune Union and Muyuan shares. In addition, A50ETF (159601) had a single-day net inflow of more than 10 million yuan yesterday, which was favored by funds.
Wanlian ** said that looking forward to the future, under the background of FOMC policy easing, the marginal improvement of external liquidity, foreign capital is expected to gradually return to the A** field, and the valuation of A-shares has been at a historical low.
A50 ETF (159601) closely tracks the MSCI China A50 Connect Index, one-click packaging of 50 leading assets in 11 industries, reflecting the performance of the core leading assets of the A** field, with high exposure of concepts such as core assets, heavy positions, main trading forces, moats, and national teams, and the PE (TTM) of the current tracking index is in the past three years2The quantile of about 56% highlights the valuation cost performance. (OTC Connect** A:014530;.)c：014531）
MSCI A-share ETF (512990) closely tracks the MSCI China A-share International Index, fully reflecting the gradual inclusion of A-shares in the MSCI Emerging Markets Index, from the perspective of the distribution of northbound capital holdings, more than 80% are concentrated in MSCI constituent stocks, and the allocation of foreign capital is significantly guided by the MSCI index. The current PE (TTM) of the index is at 1About 97% of the quantile points, the configuration is attractive. (Off-site connection** a:000975;.)c：005735）
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