日线八连阳后，金融科技ETF（159851）大跌超2%，资金火速申购3亿份！板块当前配置价值有哪些？

Core Viewpoint - The financial technology sector is experiencing a correction after a strong performance, but there is significant capital inflow into related ETFs, indicating ongoing investor interest and potential for future growth [1][6]. Group 1: Market Performance - On January 7, the financial technology sector saw a decline after an eight-day rally, with internet brokerages leading the drop, including a more than 6% decline in Ying Shisheng and over 2% declines in other firms like Zhinan Zhen and Tonghuashun [1][6]. - The financial technology ETF (159851), which has the best liquidity among its peers, fell over 2% but saw a net subscription of over 300 million units, with a trading volume exceeding 600 million yuan [1][6]. Group 2: Catalysts for Growth - A-shares achieved a record annual trading volume exceeding 400 trillion yuan in 2025, suggesting continued market activity and potential performance releases for internet brokerages in 2025 and the first half of 2026 [2][7]. - AI is becoming a core driver in finance, with applications like smart investment advisory, big data risk control, and automated operations enhancing product value and customer loyalty. Leading financial IT firms with product capabilities and technological barriers are expected to maintain an advantage [2][7]. - The digital yuan is entering a new phase, with its upgrade to a deposit currency expected to drive significant expansion in its ecosystem and application scenarios. Companies focusing on digital currency applications, IT services for financial institutions, and hardware related to digital wallets and security are recommended for attention [2][7]. Group 3: Investment Opportunities - The financial technology ETF (159851) and its linked funds (Class A 013477, Class C 013478) are highlighted as key investment opportunities, covering sectors such as internet brokerages, financial IT, cross-border payments, AI applications, and Huawei's HarmonyOS [3][8]. - The financial technology ETF has an average daily trading volume of 800 million yuan over the past six months, indicating strong liquidity compared to other ETFs tracking the same index [3][8]. Group 4: Future Outlook - The financial technology sector is poised for a convergence of multiple positive factors, enhancing its investment value [5][10].