News summary
The market was in a correction last weekcryptomininggames, the 180 value index performed outstandingly, with a decline of only 1cryptomininggames.12%, with a cumulative increase of 14% since the beginning of the yearcryptomininggames.07%, far exceeding the Shanghai Composite Index and the Shanghai and Shenzhen 300. The constituent stocks of this index are blue-chips with high dividends and low valuation, with defense and growth potential. It is recommended to pay attention to the layout of the Value ETF (510030).
Newsletter text
Last week, market experiencecryptomininggamesThere was a correction, but some high-dividend stocks performed well due to their defensive attributes. Data showed that the Shanghai Composite Index and the Shanghai and Shenzhen 300 Index fell 2.07% and 2.08% respectively last week, while the 180 Value Index fell only 1.12% over the same period.
Further observing the year-to-date performance, the cumulative increase of the 180 Value Index is as high as 14.07%, significantly exceeding the 3.83% of the Shanghai Composite Index and the 4.97% of the Shanghai and Shenzhen 300 Index.
The reason why the 180 Value Index can perform well in different market environments is mainly due to the characteristics of its constituent stocks. Most of these components are large-cap blue-chip stocks with high dividends and low valuations, many of which are still in a clean state and provide stable cash flow.
Since the beginning of this year, the allocation value of high-dividend stocks has attracted market attention. In particular, foreign investors have increased their holdings of stocks such as China Merchants Bank and Ping An, which has further promoted the performance of these stocks.
From a fundamental analysis, the blue chips covered by the 180 Value Index involve many key industries such as infrastructure, finance, and energy, and are closely related to the domestic economy. As domestic policy incentives strengthen, the valuations of these industries are expected to further increase.
Looking to the future, market analysts suggest that in the current market environment, we should continue to focus on high-performance growth stocks and low-wave dividend stocks. In addition, the Value ETF (510030), as an investment tool, closely tracks the SSE 180 Value Index, providing investors with the opportunity to layout high-dividend stocks with one click.
Last week, the Value ETF (510030) once again attracted capital inflows after some investors took profits, showing the market's interest in a new round of market planning.
Guotai Junan's analysis pointed out that as market uncertainty decreases, China's stock market is expected to usher in a volatile upward trend. Investors should dare to reverse layout and increase the allocation of growth stocks and blue chips for domestic demand.