还有哪些未被充分关注的板块
雪球·2025-02-28 09:12

Group 1: Small-cap Stocks - The article emphasizes the potential of small-cap stocks, which historically have shown better performance compared to large-cap stocks, especially in favorable market conditions [2][3] - From September 24, 2024, to February 26, 2025, the performance of various indices shows that small-cap stocks have outperformed large-cap stocks, with 中证1000 rising by 45.99% and 中证2000 by 53.88% [2] - The 中证2000 ETF (563300) is highlighted as the largest and most liquid small-cap ETF, with a current size of 31.2 billion [5] Group 2: AI Applications - The article discusses the shift in AI development towards commercial applications across various industries, with a focus on humanoid robots and intelligent driving [6][7] - The CS Intelligent Vehicle Index (930721) has seen a modest increase of 20.35% year-to-date, indicating potential for growth in the intelligent driving sector [6] - The AIGC (Generative AI) sector has not performed as well, with the 深证AIGC Index rising only 17.45% this year, and currently lacks ETF products tracking it [7] Group 3: Power Sector - The power sector has gained attention due to a shift in market focus towards growth stocks, with the 电力 ETF (561560) experiencing a significant increase in shares from 2.14 billion to 4.37 billion since the Chinese New Year [8][9] - The decline in coal prices is expected to positively impact the earnings of thermal power stocks, making the power sector an attractive defensive investment [9] Group 4: A-Series Indices - The 中证A500 index has shown a notable performance advantage over the 沪深300 index, rising by 2.25% year-to-date compared to the latter's 0.64% [10][11] - The 中证A500 ETF (563360) has a substantial average daily trading volume of 20.25 billion and a total size of 170 billion, indicating strong liquidity [11]

还有哪些未被充分关注的板块 - Reportify