大湾区ETF（512970）盘中涨0.75%，财富趋势涨超7%，机构：7月关注业绩预告披露高峰

Group 1: Market Performance - On June 24, major indices collectively rose over 1%, with leading gains in the brokerage and insurance sectors, followed by increases in automotive, computer, and power equipment sectors [1] - Internet finance and internet insurance concepts also saw upward movement [1] Group 2: Digital Financial Innovations - Guangxi Beibu Gulf Bank successfully issued China's first digital RMB financial bond worth 3 billion yuan with a 3-year term and an interest rate of 1.89%, aimed at supporting local economic development [1] - The bond issuance represents an innovative financing method in the bond market, integrating digital RMB with bond market operations [1] Group 3: Infrastructure Investments - Guangzhou Port announced plans for a total investment of 14.5 billion yuan in the Nansha Port Phase V project, with an additional capital increase of approximately 280.94 million yuan for its subsidiary [2] - This project aims to enhance container throughput capacity and adapt to the trend of larger container vessels, contributing to the development of a world-class port cluster in the Guangdong-Hong Kong-Macao Greater Bay Area [2] Group 4: ETF Performance - The Greater Bay Area ETF (512970) rose by 0.75%, with significant gains in constituent stocks such as Wealth Trend, Allwinner Technology, and Desay SV [2] - The National Enterprise Win-Win ETF (159719) increased by 0.13%, with notable performances from stocks like China Merchants Securities and China National Building Material [3] Group 5: Investment Outlook - In July, a peak in earnings forecasts from listed companies is expected, with focus on sectors showing improved or turning performance in mid-year reports, particularly in electronics, machinery, pharmaceuticals, defense, and metals [3] - Oriental Securities maintains a positive outlook on China's technology sector, emphasizing growth in robotics, AI, autonomous driving, and stable dividend-paying stocks in banking and utilities [4]