3700点新高攻略：宽基为盾，行业主题为矛

Core Viewpoint - The article discusses the current investment landscape in China, highlighting the balance between high-growth sectors and stable broad-based indices as investors navigate market volatility [1][2]. Group 1: Broad-based Indices - Broad-based indices serve as a stable foundation for investment, reflecting the overall market performance and helping to mitigate risks associated with concentrated investments [2][3]. - The CSI A500 Index exemplifies a balanced approach, covering all primary and secondary industries, with significant weights in electronics, power equipment, pharmaceuticals, and computers, which are expected to benefit from profit recovery [3]. - Since July, the CSI A500 Index has increased nearly 10%, with the A500 ETF (159361) being the only product in its category to achieve net inflows of approximately 3 billion yuan, bringing its total size to over 18 billion yuan [3]. Group 2: Thematic Indices - For investors seeking higher returns, thematic indices focusing on specific sectors can complement broad-based indices, allowing for a more dynamic investment strategy [4]. - The humanoid robotics sector has gained significant attention, with the corresponding ETF tracking the National Robotics Industry Index showing a cumulative increase of 27.8% over four months, outperforming similar indices [4][5]. - The innovative drug sector has also seen remarkable growth, with the Hang Seng Innovative Drug Index experiencing a year-to-date increase of over 110%, driven by a surge in overseas licensing transactions [5][6]. - The Hang Seng Innovative Drug ETF (159316) tracks an index that exclusively focuses on innovative drug companies, providing a pure investment vehicle for this rapidly growing sector [6].