关税下调计算机板块情绪压制有望缓解，数字经济ETF(560800)近5个交易日净流入2472.43万元

Core Viewpoint - The digital economy theme index has experienced a decline, while specific stocks within the index have shown mixed performance, indicating potential investment opportunities in the sector following recent trade discussions between the US and China [1][2]. Group 1: Market Performance - As of May 15, 2025, the China Securities Digital Economy Theme Index (931582) fell by 1.69%, with component stocks showing varied results [1]. - The Digital Economy ETF (560800) also decreased by 1.68%, with the latest price at 0.76 yuan [1]. - The Digital Economy ETF's trading volume showed a turnover of 1.02% during the session, with a total transaction value of 7.84 million yuan [1]. Group 2: Investment Opportunities - Guotai Junan Securities suggests that the sentiment suppression in the computer sector is expected to ease, highlighting investment opportunities in areas significantly impacted by tariff sentiments, such as the AI industry chain and financial technology [2]. - Companies with core technologies, high growth potential, and domestic substitution capabilities are recommended for long-term holding [2]. Group 3: Fund Performance - The latest scale of the Digital Economy ETF reached 778 million yuan, marking a one-month high and ranking it in the top half among comparable funds [3]. - In the past week, the Digital Economy ETF saw a significant increase of 28 million shares, placing it in the top half of comparable funds for share growth [4]. - Over the last five trading days, the ETF experienced net inflows on four occasions, totaling 24.72 million yuan, with an average daily net inflow of 4.94 million yuan [4]. Group 4: Index Composition - As of April 30, 2025, the top ten weighted stocks in the China Securities Digital Economy Theme Index accounted for 51.5% of the index, including companies like Dongfang Caifu, SMIC, and Hikvision [4].