Venture(US:VEMLY) Xin Lang Ji Jin·2025-10-16 02:38Core Viewpoint - The ChiNext and Sci-Tech boards are experiencing significant growth, with the Double Innovation Leader ETF (588330) showing strong performance and attracting substantial investment, indicating bullish sentiment in the hard technology sector [1][5]. Group 1: Market Performance - The Double Innovation Leader ETF (588330) saw an intraday increase of 1.94%, currently up by 1.37%, and has recovered its 5-day moving average [1]. - Over the past five days, the ETF has attracted 24.02 million yuan in capital, suggesting that investors are optimistic about the sector's future [1]. - Key stocks leading the gains include Sungrow Power Supply, which rose over 7%, and several others like AVIC Chengfei and Jiangbolong, which increased by more than 6% [3]. Group 2: Sector Analysis - Analysts believe the current market may be in the first phase of a tech stock rally, characterized by explosive growth, with significant potential still unpriced [4]. - The ongoing trade tensions have reinforced the logic of domestic substitution, which is a major driver behind the strength of tech stocks [4]. Group 3: Investment Strategy - Guotai Junan's report emphasizes the importance of broad-based indices for investing in the tech sector, highlighting benefits such as risk diversification and capturing sector rotation [5][6]. - The Double Innovation Leader ETF is positioned as a tool for capturing the tech market's volatility, with a lower investment threshold compared to direct stock investments [6].