“深空经济”或开启太空资源利用新篇章

Market Review - The equity market showed mixed performance last week, with the North Certificate 50 index rising by 2.79%, while the ChiNext index increased by 2.35%. In contrast, the Sci-Tech 50 index fell by 5.42%, and the Shanghai Composite Index decreased by 1.18% [5][6] - The energy sector led the gains among the 31 industries tracked, with notable increases in electric equipment (7.39%), comprehensive (5.38%), and non-ferrous metals (2.12%). Conversely, the defense and military industry saw a decline of 10.25% [5][6] Equity Product Allocation Strategy Event-Driven Strategy - The first Deep Space Economy and Industry Development Conference was held in Hefei, which may present investment opportunities in related funds such as Huaan Manufacturing Pioneer A (006154) and Jiashi Innovation Growth (001760) [12][14] - The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued a plan to stabilize growth in the electronic information manufacturing industry, suggesting potential investments in funds like Nord New Life A (006887) [12][15] - The central bank has increased its gold holdings for ten consecutive months, indicating a favorable environment for gold-related funds such as Huaan Gold ETF Link A (000216) [12][16] Asset Allocation Strategy - The overall allocation strategy suggests a balanced core plus a barbell strategy, focusing on dividend and technology sectors, with recommended funds including Anxin Dividend Select (018381) and Jiashi Hong Kong Internet Core Assets (011924) [12][17] - The dividend assets are highlighted for their value due to low interest rates and government support for regular dividend distributions [17][19] - The technology growth direction is emphasized due to national policy support and the increasing importance of domestic technology companies amid global trends [19][20] Stable Product Allocation Strategy Market Analysis - The central bank's net withdrawal from the open market was 1.2 trillion yuan, maintaining a balanced liquidity environment [22] - The release of a draft regulation on public fund sales fees may negatively impact the bond market in the short term [23] - Weak U.S. non-farm payroll data for August may increase the likelihood of a rate cut by the Federal Reserve [23] Key Focus Products - The strategy suggests maintaining short-term bond funds while lowering yield expectations, with a focus on solid income-plus funds for those seeking higher overall returns [25][28]