Sou Hu Cai Jing·2025-08-06 06:56Group 1 - The core viewpoint of the news highlights the active performance of the fintech sector, with the China Securities Financial Technology Theme Index rising by 0.83% and significant gains in constituent stocks such as Tuolisi, Dongxin Peace, and Xinghuan Technology-U [1] - The financial technology ETF (159851) has shown strong performance, with an increase of 0.83% in on-market price, achieving a transaction volume of 309 million yuan, indicating robust liquidity and market interest [1] - Zhongtai Securities anticipates a new wave of opportunities in the financial IT industry 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 expected to gain momentum from the rising demand for data processing and trading technologies, 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 investors, 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 transaction volume of over 600 million yuan this year, leading in scale and liquidity among three ETFs tracking the same index [3]