东北证券–上证综指冲关3400点,年内剑指3800【投资策略】_研报

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[Table_MainInfo] [Table_Title] / 34003800 [Table_Summary] 2020773345.340.37%2 6%2 1.5 3800 41303800 8 ETF ETF(510210) ETFETF ETF(100053)3 2.49% ETF4.12% 1.26%2.86% ETF [Table_Invest] [Table_PicQuote] 0 1000 2000 3000 4000 5000 6000 2011/32012/32013/32014/32015/32016/32017/32018/32019/32020/3 20 12.08% 9.68% 300 12.83% 14.68% 6.28% 44.11% [Table_Report] 2020-07-05 2020-06-28 ET F 2020-06-21 2020-06-14 6 2020-06-07 A“” 2020-05-17 A“Sell in May” 2020-05-10 [Table_Author] S0550518090001 021 2036 3215 xiaocz@nesc.cn S0550119080051 021 2036 1264 wangjq@nesc.cn 2020-07-07 2 / 9 [Table_PageTop ] 1. …………………………………………………. 3 2.3800………………………………………. 4 2.1. …………………………………………………………………………………………….. 4 2.2.3800 ………………………………………………………………………………………… 4 2.3…………………………………………………………………………………………………….. 5 3.ETF ……………………………………………………………… 6 4. …………………………………………………………………………………………. 7 1% …………………………………………………………………… 3 220% ………………………………………………………………………… 3 3ETF ……………………………………………………………………………………………… 7 1 ……………………………………………………………………………………………. 4 2…………………………………………………………………………………… 5 3…………………………………………………………………………………………. 6 vYOAcXgYvZnNnQ6McM6MtRoOpNrRjMmMpQlOmMsNbRrQyRwMqNoNuOtPqP 3 / 9 [Table_PageTop ] 1. 2020773345.340.37%2 (33.03%)(21.78%)(16.78%)(15.97%) (13.27%) 20 6%2 1.5 1% 0 10 20 30 40 50 60 70 80 90 0 5 10 15 20 25 30 35 PE(TTM) % Wind 220% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% PE(TTM)20% Wind 4 / 9 [Table_PageTop ] 2. 3800 2.1. 20057-200710200811-2009 820147-20156 GDPCPI1 5.4%52.4% A 2020/-10%/-2.5%5%-7% 15%A2020/ -2.5%/3% 4AA-AAA 5M1-M24-5.6%-4.3% 2.2. 3800 1 20057-200710 2005/7/27 2006/7/1 2007/5/28 2007/10/16 1090 1746 4274 6092 339 331 141 200911-20108 2008/11/4 2009/2/16 2009/5/19 2009/8/4 1707 2389 2677 3471 104 92 77 20147-20156 2014/7/10 2015/1/7 2015/4/27 2015/6/12 2038 3374 4527 5166 181 110 46 208 178 88 Wind 41303800 55.30%50.16%3.42% 5 / 9 [Table_PageTop ] 2112020323 41303800 3800-A 2 20057-200710 2005/7/27 2006/7/1 2007/5/28 2007/10/16 TTM 17.66 26.12 47.51 55.03 47.88% 81.89% 15.82% TTM 0.2781 0.2330 0.2330 0.3089 8.32% 34.58% 23.06% 200911-20108 2008/11/4 2009/2/16 2009/5/19 2009/8/4 TTM 13.12 18.16 26.37 34.50 38.43% 45.24% 30.81% TTM 0.4445 0.3508 0.3508 0.3803 1.10% -22.85% -0.88% 20147-20156 2014/7/10 2015/1/7 2015/4/27 2015/6/12 TTM 9.03 14.82 20.24 22.98 64.16% 36.56% 13.53% TTM 0.6309 0.6070 0.6070 0.6345 0.85% -1.75% 0.51% 50.16% 54.56% 20.06% 3.42% 3.33% 7.56% Wind 2.3. 8 20% 90% 300521 300 8 ETF 6 / 9 [Table_PageTop ] ETF122.92ETF 16.41ETF-0.72 6 289.68 20142014 2014 8 3. ETF ETF(510210)ETF ETFETF (100053) 3 ETF 510210 0.50% 0.10% 2011/1/30 2011/3/25 (2020/3/31) 1.64 Wind ETF 32.49%13.24% ETF4.12% 1.26%2.86% ETF 2019722 -1.27%ETF0.95% 7 / 9 [Table_PageTop ] ETF 3ETF 0 0.2 0.4 0.6 0.8 1 1.2 1.4 1.6 1.8 2 2011/32012/32013/32014/32015/32016/32017/32018/32019/32020/3 ETF Wind 4. 8 / 9 [Table_PageTop ] 20164 2019 “” R3AB AAABS “” 615% 65%15% 6-5%5% 65%15% 615% 6 6 6 9 / 9 [Table_PageTop ] 6666 130119 28D 100033 729 200127 100622A 518038 12215 510630 021-20361121 13636606340 ruanmin@nesc. cn 021-20361229 17717370432 wuxiaoy in@nesc.cn 021-20361258 18221628116 qijian@n esc.cn 021-20361267 13262728598 chen_ xh@nesc.cn 021-20361258 13120758587 Lilq@nesc. cn 021-20361112 18801903156 lir x@nesc.cn 021-20361133 18516728369 zhoujq@nesc.cn 021-20361133 13122617959 liuy q@nesc.cn 021-20361229 15213310661 jiny ue@nesc.cn 010-58034553 18515018255 lihan g@nesc. cn 010-58034557 18501954588 y inlulu@nesc.cn 010-58034555 13701194494 wenzc@nesc.cn 010-58034563 18501944669 zengy g@nesc.cn 010-63210813 18153683452 zhouy ing1@nesc.cn 0755-33975865 18938029743 liu_ xuan@nesc. cn 0755-33975865 15989508876 liuman@n esc.cn 0755-33975865 18516772531 wangquan@n esc.cn 0755-33975865 18620093160 zhoujy @nesc.cn 0755-33975865 18664323108 Chenli1@nesc. cn 021-20361229 18616369028 liy iny in@nesc.cn 021-20361229 15921911962 zhaojiahen g@nesc. cn ]

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