天赐良基日报：国新国证基金总经理谌重离任；跨境ETF规模突破万亿元

Group 1 - The general manager of Guoxin Guozheng Fund, Chen Zhong, has resigned due to personal reasons, effective January 13, with deputy general manager Zhang Peng taking over the role [1] - The total scale of cross-border ETFs has surpassed 1 trillion yuan, reaching 1.0008 trillion yuan as of January 13, marking a historical milestone [2] - Five actively managed equity funds have seen gains exceeding 20% in the first five trading days of 2026, largely driven by heavy investments in the pharmaceutical sector, including innovative drugs and medical services [3] Group 2 - Fund manager Zhang Jiansheng from Baodao Fund has identified three major investment directions for 2026, focusing on AI hardware sectors, resource products benefiting from re-industrialization and re-globalization, and valuation recovery opportunities in traditional industries like chemicals and consumer goods [4][5][6][7] Group 3 - The market experienced fluctuations, with the Shanghai Composite Index falling by 0.31% while the Shenzhen Component Index and the ChiNext Index rose by 0.56% and 0.82%, respectively, with a total trading volume of 3.94 trillion yuan, an increase of 290.4 billion yuan from the previous trading day [8] - Software ETFs led the market with a gain of 6.34%, while energy metals, insurance, and banking sectors faced declines [8][9] - The top-performing ETFs included Software ETF, Big Data ETFs, and Cloud Computing ETFs, while the worst performer was the Electric Grid ETF, which fell by 5.81% [9][11] Group 4 - AI is increasingly being applied in various financial scenarios, including securities research, banking credit, and consumer finance, indicating a broad future potential for financial technology ETFs [12]