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指数所代表的市场平均回报。一季度国内工业、服务业以及消费维持景气，但房地产进一步走弱。一季度全国规模以上工业增加值延续了2023年6月以来的恢复态势，服务业生产指数以及社会消费品零售总额保持了稳定的增长。3月国内制造业PMI重新回到扩张区间，其中出口是主要推动力量。海外方面，美国经济仍然维持了很强的增长韧性，美联储3月FOMC会议上调了增长、通胀、远期利率预期，但点阵图仍指引今年降息3次。展望二季度，海外补库周期有望拉动出口继续增长，随着一季度各项经济数据的企稳回升，企业投资以及居民消费信心或在二季度迎来边际提升，地产短期改善概率较低，在国内通胀仍然很低的情况下，二季度大概率处于稳信用、宽货币的状态。与去年初对整体经济以及企业盈利的高预期相比，当前投资者不管是对经济增长还是企业盈利的预期相对偏低，在这样的背景下，二季度市场表现反而有可能出现超预期的情况。特别是考虑到A股市场在经历2年多的低迷后，当前估值处于历史低位，一旦未来企业盈利出现超预期的增长，股市向上空间大。看好A股市场二季度整体的配置价值。本基金作为一只被动策略的指数基金，会以最小化跟踪误差为目标，紧密跟踪标的指数。","declarationDate":"2024-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:02:22.212Z","fund":{"_id":3000000019090,"__csrcFundId":13289,"stockCode":"019090","masterFundShortName":"博时中证新能源汽车ETF发起式联接","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":19090,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T17:12:50.877Z","status":"normal","exchange":"jj","shortName":"博时中证新能源汽车ETF发起式联接(019090)","fundCollectionId":4000050050000,"name":"博时中证新能源汽车交易型开放式指数证券投资基金发起式联接基金","setUpAssetScale":10013550.19,"setUpDate":"2023-11-27T16:00:00.000Z","setUpShares":10013550.19,"inceptionDate":"2023-11-30T16:00:00.000Z","pinyin":"bszzxnyqcjyxkfszszqtzjjfqsljjj","followedNum":1,"__indexSourceEastMoney":1,"__indexSourceCsi":1,"etfFundFlag":1,"feederFundFlag":1,"indexFundFlag":1,"indexId":1000000399976,"managers":[{"stockCode":"db20874617","stockType":"fund_manager","exchange":"fm","tickerId":202502227850,"name":"唐屹兵"}]},"announcement":{"linkText":"博时中证新能源汽车交易型开放式指数证券投资基金发起式联接基金2024年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1070551","linkType":"PDF","source":"csrc_pdf"}}]}