本週超7億資金搶籌信創ETF,資金或埋伏海光信息、中科曙光復牌
本週一海光信息、中科曙光宣佈戰略重組,雙雙停牌,公告中給出的停牌時間是不超過10個交易日,即復牌日最遲是6月9日。目前市面上與該事件相關度較高是信創指數,如海光信息、中科曙光分別是中證信創指數第1、第7大權重股,合計權重超10.2%。鑑於合併兩隻個股處於停牌狀態,本週前四天有7.61億資金涌入相關信創ETF。而在本週一前,相關信創ETF今年合計淨流入規模爲4.59億元,四天時間淨流入規模是今年前5個月的1.66倍,可見有部分資金看好海光信息、中科曙光復牌後的股價走勢。大量資金的短時間涌入信創ETF產品,如果產品本身規模小、流動性有限,可能會產生收益被攤薄的問題,因此選擇規模大、流動性佳的信創ETF更爲穩妥。信創ETF(562570)是目前信創主題ETF中規模、流動性雙雙第一的產品,最新市值爲6.04億元,今年日均成交額爲3120萬元。從資金角度來看,信創ETF(562570)也是資金較爲青睞的標的,在本週一合併公告公佈前,該ETF年內淨流入3.75億元,位居同類產品第一,本週繼續淨流入1.79億元。
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