大金融压盘？金融科技ETF（159851）收跌逾3%，资金越跌越买，背后有两大重要驱动！

Core Viewpoint - The financial technology sector in A-shares experienced a significant decline, with major stocks dropping over 3%, indicating market volatility and investor concern [1][3] Group 1: Market Performance - The financial technology sector saw a drop of over 3%, with stocks like Dazhihui falling by 8.83% and others like Yinzhijie and Zhinanceng also declining by over 8% [1] - The financial technology ETF (159851) experienced a 3.4% drop, closing below two moving averages, with a total trading volume of 1.683 billion yuan [1] - Despite the drop, the ETF saw a net subscription of 277 million units in a single day, accumulating over 600 million yuan in the previous two days [1] Group 2: Investment Drivers - The "liquidity bull market" is evident, with trading volumes exceeding 1 trillion yuan for 82 consecutive trading days and 2 trillion yuan for six consecutive days [3] - Continuous inflow of foreign and long-term institutional funds into the market, alongside a trend of domestic savings moving into equities, supports the financial technology sector [3] - The anticipated benefits from global interest rate cuts are expected to further enhance liquidity, positively impacting the A-share technology growth sector [3] Group 3: Future Outlook - The financial IT sector is projected to experience strong growth by H1 2025, driven by the deepening of financial power policies and the integration of AI technologies [4] - Increased investment in technology by financial institutions and the emergence of AI models in financial scenarios are expected to benefit leading financial IT firms [4] - The financial technology market is entering an upward trajectory, supported by policy initiatives and the ongoing digital transformation of brokerage firms [4] Group 4: Investment Recommendations - It is recommended to focus on the financial technology ETF (159851) and its associated funds, which cover a wide range of themes including internet brokerage, financial IT, cross-border payments, and AI applications [4] - As of September 17, 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, indicating strong liquidity [4]