“硬科技”ETF迎来发售热潮

Group 1 - The recent surge in the issuance of "hard technology" themed ETFs indicates strong market interest, with multiple funds launching on November 28, including the GF Securities Shanghai Stock Exchange Sci-Tech Innovation Board Chip Design ETF and seven AI-themed ETFs [1][2] - The first batch of AI-themed ETFs has set fundraising caps, with E Fund, Invesco Great Wall, and Morgan Asset Management each having a cap of 8 billion, while Huatai-PB has a cap of 5 billion, and Penghua has a cap of 2 billion [2] - The early closure of the Yongying CSI Sci-Tech Innovation Entrepreneurship AI ETF's fundraising period, due to overwhelming demand, highlights the strong market appetite, with subscriptions exceeding 900 million on the first day [2][3] Group 2 - The upcoming issuance of 40 new funds, with many targeting the technology sector and the Sci-Tech Innovation Board, is expected to bring additional capital into the market [1][3] - Industry experts believe that the concentrated issuance of "hard technology" products will attract more incremental funds to related sectors, providing investors with tools to strategically invest in the semiconductor industry [3] - Despite short-term market fluctuations, the long-term growth logic of "hard technology" remains solid, supported by policy and industry trends [1][4] Group 3 - The current market is experiencing a critical phase, with fluctuations between 3,800 and 4,000 points, driven by multiple factors including policy expectations and external environments [3][4] - The global technology stock indices have shown volatile movements, but the macroeconomic environment is becoming more favorable for technology stocks as expectations for overseas interest rate cuts rise [4] - The technology sector has undergone a month-long adjustment, with expectations of a potential bottoming out in mid to late November, prompting a gradual increase in focus on broad technology ETFs [4]