Group 1 - A-shares indices collectively rose on October 15, with sectors like robotics, recombinant proteins, consumer electronics, and aviation leading the gains, while rare metals and rare earth permanent magnets lagged behind [1] - The recent surge in the Science and Innovation 50 ETF (159783) saw its gains expand to 2%, with top-performing holdings including Sungrow Power Supply, BGI Genomics, Shenghong Technology, Haiguang Information, and Canadian Solar [1] - Huatai Securities indicated that despite recent market volatility, the medium to long-term upward trend remains intact, with potential opportunities arising from the cyclical nature of domestic production capacity and supportive policies [1] Group 2 - Upcoming important meetings later this month are expected to release favorable policy signals, prompting Huatai Securities to recommend a diversified approach focusing on cost-effectiveness and industry prosperity [2] - AI continues to be a leading sector with positive outlooks, particularly in domestic supply chains, with a focus on semiconductor equipment and edge computing as cost-effective options [2] - The Science and Innovation 50 ETF (159783) tracks the CSI Science and Innovation 50 Index, which selects 50 leading companies with significant market capitalization and strong technological attributes from the STAR Market and ChiNext [2]
科创创业50ETF(159783)午后涨幅一度扩大至2%,机构称中长期看中枢向上趋势不变