Xin Lang Cai Jing·2026-01-06 02:19Core Viewpoint - The financial technology sector is experiencing a significant upward trend, with the Shanghai Composite Index reaching a ten-year high and the sector showing strong performance driven by multiple positive factors [1][6]. Group 1: Market Performance - On January 6, the Shanghai Composite Index surpassed 4050 points, marking a ten-year high, with the financial technology sector achieving an eight-day consecutive rise [1][6]. - Internet brokerage concepts led the gains, with stocks like Tonghuashun rising over 8% and others like Zhina Compass and Wealth Trend increasing by more than 4% [1][6]. Group 2: Catalysts for Growth - The annual trading volume of A-shares has reached a historical high, exceeding 400 trillion yuan, which is expected to benefit internet brokerages with potential performance releases in 2025 and the first half of 2026 [3][8]. - AI is becoming a core driver in finance, with applications such as smart investment advisory, big data risk control, and automated operations enhancing product value and customer loyalty [3][8]. - Financial institutions are increasing their technology investments, and leading financial IT firms with product capabilities and technological barriers are expected to maintain their competitive edge, while the international expansion of financial technology presents new growth opportunities [3][8]. Group 3: Investment Recommendations - It is recommended to focus on the financial technology ETF (159851) and its associated funds (Class A 013477, Class C 013478), which cover a wide range of themes including internet brokerages, financial IT, cross-border payments, AI applications, and Huawei Harmony [3][8]. - The financial technology ETF (159851) has shown strong liquidity, with an average daily trading volume of 800 million yuan over the past six months, leading among eight ETFs tracking the same index [3][8].