Group 1 - The core viewpoint of the article highlights that overseas "long money" is actively investing in Chinese assets, with a significant increase in interest in the Chinese stock market, particularly in technology and biotechnology sectors [1] - Goldman Sachs, UBS, and JPMorgan predict that by 2026, Chinese assets will have a solid rebound foundation due to profit growth, accelerated innovation, and attractive valuations [1] - The Sci-Tech 200 index shows remarkable profit growth potential, with a projected net profit growth rate of 331% for 2025 and 76% for 2026, significantly higher than mainstream small-cap indices like CSI 2000 and CSI 1000 [1] Group 2 - Despite the high expected growth rates, the valuation level of the Sci-Tech 200 is relatively low, with its valuation percentile at approximately 75% since its historical release, lower than both CSI 2000 and CSI 1000, as well as the CSI 300 [1] - The combination of "high expected growth" and "relative undervaluation" underscores the significant investment attractiveness of the Sci-Tech 200 at this stage [1] - The Guotai Sci-Tech 200 ETF (subscription code: 589223) offers investors a convenient way to invest in small-cap hard technology companies on the Sci-Tech board [1]
20cm速递|海外“长钱”积极布局中国资产，关注科创200ETF国泰（认购代码：589223）布局价值，“高预期增速”与“相对低估”并存
Mei Ri Jing Ji Xin Wen·2026-01-12 06:16