实时净申购超1.7亿份！巨额资金密集加仓金融科技，159851场内放量涨超1%

Core Insights - The financial technology sector remains active, with stocks like Hengbao Co., Tonghuashun, and Yingshisheng rising over 2% [1] - The financial technology ETF (159851) has seen significant trading activity, with a transaction volume exceeding 3 billion yuan and a net subscription of over 1.7 million units [1] Group 1: Market Activity - The trading volume in the two markets has exceeded 1.5 trillion yuan for 44 consecutive trading days, indicating a strong trading environment and a clear trend of recovery in the fundamentals of internet brokerages [1] - The financial technology ETF (159851) has a scale exceeding 10 billion yuan, with an average daily trading volume of over 1.4 billion yuan in the past month, leading among five ETFs tracking the same index [2] Group 2: Growth Drivers - Three main factors are driving the recent activity in the financial technology sector: 1) High trading volume in the markets, 2) AI empowering new growth opportunities in financial IT, and 3) Increased market risk appetite due to expectations of overseas interest rate cuts [1] - The current low valuation and fundamental position of the financial technology sector present significant investment value, supported by policy initiatives and the ongoing digital transformation of brokerages [1] Group 3: Long-term Outlook - The financial technology market is entering an upward trajectory, supported by policy effectiveness and economic stabilization [1] - Long-term investment value in the sector is expected to become more apparent as the macro environment improves and capital market reforms deepen, leading to a steady increase in the ROE of securities technology and brokerage IT industries [1]