新兴亚洲ETF（520580）涨近2.5%！全球配置已成“必选项”

Group 1 - The AI competition between China and the US is intensifying, with the NITRD "Artificial Intelligence Action Plan" highlighting the irreconcilable nature of this rivalry, leading to accelerated de-globalization [1] - The Emerging Asia ETF (SH520580) has seen a significant increase, rising nearly 2.5% at the opening on April 28, driven by a surge of capital inflow [1][3] - Global trade growth is projected to slow to 1.2% in 2024, the lowest in a decade, with the risks of single markets becoming unsustainable [3] Group 2 - Emerging Asian markets are becoming strategic high grounds for global capital due to their regional economic integration, industrial capabilities, and resilient internal growth [3][5] - The Emerging Asia ETF has increased by 12% since April 8, with an average daily trading volume of 600 million yuan, reflecting strong investor interest [3][4] - ASEAN is expected to attract a 23% increase in foreign investment in 2024, with over 60% of investments focused on electronics, automotive, and new energy sectors [5] Group 3 - The demographic advantages of India and Indonesia, with a median age of 28.4 years and a population of 1.4 billion in India and 280 million in Indonesia, are expected to drive growth in e-commerce, fintech, and healthcare sectors [6] - Asian central banks are actively intervening to stabilize markets against dollar fluctuations, with India reducing interest rates by 50 basis points by 2025 [6] - The Emerging Asia ETF is strategically focused on leading companies in the four emerging countries, benefiting from trends in digital India and manufacturing upgrades [6][7] Group 4 - The ETF's underlying index has a low correlation of around 0.3 with US and A-shares, which can significantly reduce volatility when included in investment portfolios [7] - The ETF offers opportunities for premium arbitrage through T+0 trading mechanisms and the newly launched margin trading options, indicating substantial potential for returns [7]