中证1000ETF（159845）盘中成交7.81亿元，配置方向上，机构建议以景气成长为主

Market Performance - On January 6, A-shares showed mixed performance with the Shanghai Composite Index rising by 0.49% [1] - By 10:39 AM, the CSI 1000 ETF (159845) increased by 0.28%, while other major indices like the SSE 50 and CSI 300 rose by 0.93% and 0.40% respectively [1] Individual Stock Performance - Among the top 50 weighted stocks in the CSI 1000 ETF, notable gainers included DaoTech with a rise of 6.08%, Jiangfeng Electronics up by 5.54%, and Zhongtung High-tech increasing by 4.53% [3] - Conversely, Yingliu Co. and Yuanjie Technology saw declines of -8.67% and -5.59% respectively [3] Sector Performance - In terms of sector performance within the CSI 1000 ETF, electronics rose by 0.03%, power equipment by 0.06%, while the pharmaceutical and biological sector fell by 0.02% [3] - The computer sector increased by 0.46%, and machinery equipment saw a slight decline of -0.03% [3] Fund Flow and Liquidity - The CSI 1000 ETF (159845) experienced a net inflow of 1.282 billion yuan over the last five trading days and 2.273 billion yuan over the last ten days [3] - The latest fund size reached 51.435 billion yuan, with a growth of 7.09 billion yuan in the past month [3] - The average daily trading volume over the past week was 1.313 billion yuan, indicating strong liquidity compared to similar products [3] Economic Indicators - As of December 31, the National Bureau of Statistics reported that China's manufacturing PMI was at 50.1%, an increase of 0.9 percentage points from the previous month, indicating a return to the expansion zone [3] - Large enterprises reported a PMI of 50.8%, up by 1.5 percentage points, significantly improving operational conditions [3] Investment Strategy - Dongwu Securities recommends focusing on growth sectors, particularly in the context of the "14th Five-Year Plan" as a key investment theme for the year [4] - Suggested areas of focus include the AI industry chain, sectors highlighted in the "14th Five-Year Plan," and cyclical price increases [4] - The CSI 1000 ETF closely tracks the CSI 1000 Index, which reflects the price performance of a selection of small-cap stocks in the A-share market [4]