Group 1 - The core viewpoint is that the ChiNext 50 ETF managed by Harvest has shown significant growth in both scale and turnover, indicating strong investor interest and liquidity in the fund [2] - The ChiNext 50 ETF has seen a net inflow of 89.91 million yuan recently, with a total of 2.47 billion yuan accumulated over the last 20 trading days, reflecting robust demand [2] - The valuation of the ChiNext 50 Index is at a historical low, with a price-to-book ratio (PB) of 4.33 times, which is lower than 85.7% of the time over the past three years, suggesting attractive investment opportunities [2] Group 2 - According to Industrial Securities, the technology sector has experienced a significant reduction in crowding, indicating a potential opportunity for left-side positioning in specific sub-sectors [3] - The factors suppressing the technology sector are expected to gradually ease, with market concerns about earnings likely to stabilize following the end of the earnings season in late April [3] - The market's focus on the technology sector is anticipated to shift towards long-term industry trends as overseas disturbances diminish [3]
机构：科技细分方向已到左侧布局阶段，创业板50ETF嘉实(159373)半日收涨1%