【中信证券:充分相信国家维护资本市场稳定的决心】金十数据4月25日讯,中信证券研报表示,2023年10月以来,中央汇金通过增持ETF有效稳定资本市场预期、提振投资者信心。根据公募基金23Q4-25Q1季度披露的持有人数据,汇金持有的ETF份额未曾出现环比净减少的情况,诸如“汇金通常在市场阶段性上涨后卖出”等传言与实际情况完全不符。2025年4月以来,汇金持有的ETF获明显的资金净流入,且结构上更加均衡。我们认为,A股也是中国贸易战中提振信心的关键环节,应充分相信国家维护资本市场稳定的决心。
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