TRS(SZ:300229) Xin Lang Ji Jin·2025-08-06 06:48Group 1 - The core viewpoint of the news highlights the active performance of the fintech sector, with the China Securities Fintech Theme Index rising by 0.83% and significant gains in constituent stocks such as Tuolisi, Dongxin Peace, and Xinghuan Technology-U [1][3] - The financial technology ETF (159851) has shown strong performance, with an increase of 0.83% in its market price, achieving a trading volume of 309 million yuan, indicating robust liquidity and market interest [1][3] - According to Zhongtai Securities, the fintech IT industry is expected to experience new opportunities due to the steady advancement of stablecoin-related policies, particularly in banking IT, securities IT, and payment IT sectors [3] Group 2 - In the banking IT sector, the development of new technologies and increasing demand may allow certain companies to capture a larger market share and enhance their competitiveness [3] - The securities IT sector is anticipated to gain momentum as the market's demand for data processing and trading technology rises, driven by new policies [3] - The payment IT companies are likely to encounter more market opportunities as digital payment methods become increasingly popular [3] Group 3 - The financial technology ETF (159851) and its associated funds (A class 013477, C class 013478) are recommended for investment, as they comprehensively cover popular themes such as internet brokerages, financial IT, cross-border payments, AI applications, and Huawei Harmony [3] - As of August 4, the financial technology ETF (159851) has a latest scale exceeding 8.2 billion yuan, with an average daily trading volume of over 600 million yuan this year, leading in scale and liquidity among three ETFs tracking the same index [3]