12月3日，金融科技板块继续下探寻底，个股普遍飘绿，仅税友股份、指南针、同花顺、艾融软件等4股 上涨。热门ETF方面，同类规模最大的金融科技ETF（159851）场内下挫逾1%失守年线，"抄底资金"涌 入，实时净申购超1亿份，此前两日资金已加仓超1.1亿元。 同类比较看，截至12月2日，金融科技ETF（159851）最新规模超90亿元，近6个月日均成交额8亿元， 规模、流动性在跟踪同一标的指数的8只ETF中断层第一！ 数据来源：沪深交易所等。 风险提示：金融科技ETF被动跟踪中证金融科技主题指数，该指数基日为2014.6.30，发布日期为 2017.6.22，该指数2020-2024年年度涨跌幅分别为：10.46%、7.16%、-21.40%、10.03%、31.54%，指数 成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。文中指数成份股仅作 展示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向。基 金管理人评估的该基金风险等级为R3-中风险，适宜平衡型（C3）及以上投资者。任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形 ...

Group 1 - The core viewpoint of the news highlights the volatility in the fintech sector, with only a few stocks like Digital Certification, Tax Friend Co., and Star Ring Technology showing gains, while others, including Shenzhou Information, approached their daily limit down [1] - The financial technology ETF (159851) experienced a nearly 2% decline, with a trading volume exceeding 150 million yuan, indicating a shift to net subscriptions in the afternoon [1] - The investment strategy for the fintech sector in 2026 is driven by policy support, market growth, active capital markets, and technological changes led by AI and innovation [2][3] Group 2 - The investment opportunities are focused on two main lines: short-term market activity and mid-term performance elasticity of financial IT companies, with expectations of continued performance release from internet brokerages in 2025 and 2026 [2] - The fintech ETF (159851) has a scale exceeding 10 billion yuan, with an average daily trading volume of 800 million yuan over the past six months, indicating strong liquidity compared to other ETFs tracking the same index [3]

Core Insights - The financial technology sector is experiencing active performance despite market conditions, with several stocks in the financial IT space seeing significant gains [1][3] - Key drivers for this performance include advancements in AI applications and supportive policies, particularly in quantum technology, which is benefiting financial IT companies [3] Group 1: Market Performance - Financial technology stocks such as Geer Software and Shenzhou Information have shown strong upward movement, with Geer Software achieving consecutive gains [1] - The Financial Technology ETF (159851) recorded a daily increase of 0.72% with a trading volume of 359 million yuan, indicating potential for further investment [1][4] Group 2: Investment Strategies - East Wu Securities outlines a clear investment logic for the financial technology sector leading up to 2026, driven by policy support, market growth, and technological advancements [3] - Two main investment lines are identified: short-term market activity and mid-term performance elasticity of financial IT companies, with expectations of continued growth in the sector [3] Group 3: ETF Insights - The Financial Technology ETF (159851) has surpassed 10 billion yuan in size, with an average daily trading volume of 800 million yuan over the past six months, indicating strong liquidity [4] - The ETF covers a wide range of themes including internet brokerage, financial IT, cross-border payments, and AI applications, making it a comprehensive investment vehicle [4]