2月26日左侧资金和景气策略资金分别在布局哪些ETF？

Group 1 - The A-share market is experiencing active trading, but the index faces pressure at 4150 points, impacting investor sentiment [1] - The focus of investment is shifting towards traditional physical assets, with foreign investment banks proposing the HALO strategy (Heavy Assets, Low Obsolescence) to redefine asset value in the AI era, emphasizing sectors like electric grids, petrochemicals, and non-ferrous metals [1] - Despite the shift, technology remains attractive, as evidenced by the inflow into the Hang Seng Technology Index, which hit a year-to-date low, prompting a surge of investors looking to "buy the dip" [1] Group 2 - On February 26, the top net inflow was seen in Hang Seng Technology-related ETFs, with a total net inflow of 2.507 billion yuan across 13 ETFs, the largest being the Hang Seng Technology Index ETF (513180.SH) [1] - Other ETFs with significant net inflows included securities ETFs, electric grid equipment ETFs, and gold ETFs, with the electric grid equipment ETF (159326.SZ) alone seeing over 900 million yuan in net inflow on that day, reflecting the HALO strategy [2] - According to Wang Bo from Huaxia Fund, the current market conditions favor "景气策略" (prosperity strategy), "动量策略" (momentum strategy), and "高共识资产" (high consensus assets), with expectations of continued market improvement and a bullish outlook ahead of important meetings in March [2]