Group 1 - The core viewpoint is that the high-prosperity industries within the ChiNext 50 are benefiting from the "anti-involution" theme, with easing downward pressure on industrial product prices and some success in cyclical industries [1] - The technology sector, particularly in power equipment, continues to rise, with wind and solar power showing relatively strong performance. The net redemption of the Sci-Tech Innovation Board ETF and ChiNext ETF has stabilized, indicating confidence in the valuation upside for technology [1] - Policy support for the stock market remains strong, with medium to long-term capital holdings increasing in market value, providing marginal support for equity assets. The technology sector still presents structural allocation opportunities under the support of policies and valuations [1] Group 2 - The ChiNext 50 ETF by Guotai (159375) tracks the ChiNext 50 Index (399673), which has a price fluctuation limit of 20%. This index selects 50 stocks from the Shenzhen Stock Exchange's ChiNext, focusing on large market capitalization and excellent liquidity, covering high-growth sectors such as information technology, new energy, and biomedicine [1] - The index emphasizes the dual attributes of "technology + growth" and employs a dynamic adjustment mechanism to continuously optimize the composition of constituent stocks, reflecting the overall market performance of core quality enterprises in the ChiNext [1] - Investors without stock accounts can consider Guotai's ChiNext 50 ETF Initiation Link C (023372) and Initiation Link A (023371) [1]
20cm速递|创业板50ETF国泰(159375)涨超2.5%,市场关注流动性改善与政策支撑