5连涨后首跌!资金加仓信号?双创龙头ETF(588330)单日吸金1682万元!机构:科技或仍是最强主线
Xin Lang Cai Jing·2025-12-11 06:17

Core Viewpoint - The market is experiencing a correction, with major A-share indices in the red, while the Double Innovation Leader ETF (588330) is showing a slight decline after five consecutive days of gains, indicating a potential buying opportunity for investors looking to capitalize on technology sector performance [1][8]. Market Performance - The Double Innovation Leader ETF (588330) has seen a daily inflow of 16.82 million yuan, suggesting investor confidence in the technology sector's future performance [1][8]. - Key stocks in the technology sector include Lens Technology, which rose over 7%, and CATL, which increased by more than 2%. Other semiconductor and optical module leaders also showed positive movement [3][10]. Investment Strategies - Several securities firms, including Guojin Securities and Zhongtai Securities, have released their investment strategies for 2026, with a consensus that the technology sector will remain a primary investment focus [4][9]. - Huashan Securities anticipates a transition in the A-share market from a valuation-driven rally to one supported by earnings, emphasizing the importance of technology as a leading investment theme [4][9]. - Zhongyuan Securities highlights the need to align with the "14th Five-Year Plan" and leverage opportunities from global monetary easing and industrial upgrades, particularly in AI and digital transformation [4][9]. ETF Characteristics - The Double Innovation Leader ETF (588330) features a diversified cross-market allocation, focusing on 50 large-cap strategic emerging companies from the Sci-Tech Innovation Board and the Growth Enterprise Market, covering sectors like new energy, photovoltaics, and semiconductors [10][11]. - The ETF is designed for high elasticity, allowing investors to capture technology market trends with a lower entry barrier, requiring less than 100 yuan to invest [5][11]. - Since its low point on April 8, the ETF has increased by 91.47%, outperforming major indices such as the ChiNext Index (77.57%) and the Sci-Tech Innovation Index (54.07%) [11][12].