中概资产强势反弹！同赛道中年内份额唯一正增长，中概互联ETF（513220）年内份额增幅超54.82%

Core Viewpoint - The U.S. stock market experienced a rebound on October 13, with major technology stocks showing strong gains, indicating a positive sentiment towards Chinese stocks amid trade policy uncertainties [1] Group 1: Market Performance - The Nasdaq China Golden Dragon Index rose by 3.21%, while leveraged ETFs for Chinese stocks saw significant increases, with a threefold long FTSE China ETF up over 8% and a twofold long Chinese internet stocks ETF up over 7% [1] - Popular Chinese stocks such as NIO increased by nearly 7%, Alibaba and JD.com rose over 4%, and Xpeng Motors and Baidu gained over 3% [1] - In the Asian trading session, A-shares and Hong Kong stocks also showed signs of recovery, with the Hang Seng Tech Index initially dropping over 4% but later narrowing its losses to a decline of 1.82% [1] Group 2: Investment Trends - UBS released a report suggesting that investors are likely to buy Chinese stocks on dips due to rising uncertainties in trade policies [1] - The China Internet ETF (513220) opened high and rose over 1.7%, attracting significant inflows of 23.81 million, with over 44 million in the last five trading days, marking a year-to-date share increase of over 54.82% [1] - Among four ETFs in the same category, the China Internet ETF (513220) is the only product showing positive growth in shares year-to-date [1] Group 3: Industry Insights - The China Internet ETF (513220) tracks the global China Internet Index, selecting 30 large-cap internet companies from mainland China, with the top ten stocks accounting for over 85% of the index [3] - Key companies included in the ETF are Alibaba, Tencent, Pinduoduo, Meituan, NetEase, Baidu, Xiaomi, JD.com, and Trip.com, representing various segments of the internet industry [3] - Ping An Securities noted that the current bull market is driven by technological innovation, industry transformation, policy support, and ample liquidity, similar to the 2014-15 bull market [4]