【利得基金】上市仅两天，科创债ETF规模逼近千亿

Group 1: Market Developments - The first batch of 10 Sci-Tech Bond ETFs was launched on July 17, achieving a total trading volume of 1830.22 billion yuan within just two trading days, with the total scale approaching 1000 billion yuan [1][3] - Five of the ETFs reached individual scales exceeding 100 billion yuan, indicating strong investor interest and participation [1][3] Group 2: Fund Innovations - On July 17, Huaxia Fund (Hong Kong) launched the second batch of tokenized funds, including the world's first RMB-denominated tokenized fund, which aims to create a comprehensive tokenized currency market fund series in Asia [4] - Tokenized funds utilize blockchain technology for asset ownership representation, providing enhanced transparency and real-time tracking of transactions [4] Group 3: Personal Pension Funds - The China Securities Regulatory Commission reported an increase in personal pension funds to 297, with 9 new funds added in the second quarter from various fund managers, including first-time entrants [5] - The current list includes 83 target date funds, 129 target risk funds, 66 passive index funds, and 19 enhanced index funds, reflecting a growing market for personal pension products [5] Group 4: Market Outlook - Guosen Securities suggests a "Buy & Hold" strategy for core assets, emphasizing the importance of maintaining positions despite short-term volatility, particularly in the banking sector [6] - The report highlights the potential for high dividend stocks in sectors such as food, household appliances, and transportation to outperform in the current market environment [6][8] Group 5: Investment Strategies - The market is increasingly focusing on three main lines: AI computing power, resource products, and military technology, with a consensus forming around these sectors [8] - The report advises investors to capitalize on internal rotations and expansion opportunities within these sectors, particularly in resource products and AI applications [8]