广发基金夏浩洋：ETF是参与此轮科技投资热潮的优质工具

Core Insights - The domestic ETF market in China has experienced explosive growth, with the number of listed ETF products reaching 1,033 and a total scale of 3.72 trillion yuan by the end of 2024, indicating a shift towards index-based investment strategies [1][3] Group 1: ETF Market Growth - The ETF market's activity has significantly increased over the past two to three years, becoming a widely recognized investment tool among investors [1][3] - The rise of ETFs is particularly notable in the technology investment sector, where they serve as an efficient and practical allocation tool [1][3] Group 2: Investment Opportunities - The rapid emergence of cutting-edge technologies, such as artificial intelligence, has led to the proliferation of various niche sectors, making it challenging for investors to deeply understand each field [3] - ETFs address this challenge by allowing investors to focus on promising sectors without the need for extensive research on individual stocks, thus providing convenient access to overall sector returns [3] Group 3: Advantages of ETFs - ETFs offer simplicity, transparency, and low investment thresholds, making it easier for ordinary investors to participate in the technology investment wave [3] - The long-term benefits of China's technological development, driven by a strong foundation in education and the "engineer dividend," are highlighted as key factors for investment consideration [3] Group 4: Strategic Recommendations - Investors are advised to focus on Chinese technology assets, particularly those related to artificial intelligence and robotics, especially in the Hong Kong stock market, to capitalize on the long-term revaluation opportunities in tech stocks [3] - Utilizing ETFs allows investors to share in the growth of these sectors without the complexities of stock selection [3]