Group 1 - The core viewpoint of the article highlights the recent fluctuations in the ChiNext Index, which rose by 1.8% initially but then fell by 1.7% in the afternoon, indicating a period of adjustment following a strong start to the week [1] - The strong performance of the ChiNext Index in January is attributed to a combination of policy and industrial catalysts, particularly the implementation of the "AI + Manufacturing" policy and the global resonance of the AI industry, which has positively impacted sectors like commercial aerospace and brain-computer interfaces [1] - The sentiment improvement expected by early 2026 is anticipated to lead to upward corrections, with moderate growth in trading volume and restrained leverage and trading behaviors, suggesting that the market has not yet reached an irrational surge phase [1] Group 2 - The ChiNext focuses on new productive forces, aligning well with the national strategy of becoming a technology powerhouse [1] - The E Fund ChiNext ETF (159915) has surpassed 100 billion yuan in size, making it the largest ChiNext-related ETF in the market, with a management fee rate of only 0.15% per year [1] - In 2025, the tracking error of the E Fund ChiNext ETF (159915) is projected to be 0.45%, with an excess return of 2.24% compared to the ChiNext Index, ranking it first among comparable ETFs [1]
春季行情仍有望延续,创业板ETF易方达(159915)助力把握科技创新投资机会