Group 1 - A-shares experienced a collective rise of over 1% on May 6, with technology growth sectors, including AI and Huawei's Harmony ecosystem, showing strong performance [1][2] - Major ETFs, such as E Fund's CSI Overseas Internet ETF and Huaxia's Hang Seng Internet Technology ETF, saw gains exceeding 3% [2][3] - The market sentiment has improved, shifting from defensive to a moderate offensive stance, particularly in the technology sector [1][4] Group 2 - In April, non-monetary ETFs saw a net inflow of nearly 300 billion, with major funds like Huatai-PB and E Fund leading in net inflows [3] - Gold ETFs attracted significant investment, with a total net inflow exceeding 49 billion, driven by rising international gold prices [3] - The technology and internet-themed ETFs in the Hong Kong market also garnered substantial inflows, with leading products attracting over 20 billion in April [3] Group 3 - The market is entering a phase of improved risk appetite, with expectations for a gradual return to technology growth in May and June [4][5] - The technology sector's adjustment period has been significant, and the potential for AI and other tech industries is becoming more apparent [4] - Investment strategies suggest increasing exposure to technology assets while maintaining positions in dividend and gold assets [5]

智通财经记者 | 龙力 随着公募基金年报的披露，私募相关的持仓情况也浮出了水面。 重阳投资（包括上海重阳投资和上海重阳战略投资）重仓布局了两只港股医药类ETF，分别是博时恒生医疗保健ETF（513060.OF）和广发中证香港创新药 ETF（513120.OF），两只ETF的前十大持有人中均有5个席位被重阳投资旗下产品占据，累计的持仓份额分别为21.48亿份和10.08亿份，并且在去年中报时 重阳投资旗下并未有产品出现在两只ETF的前十大持有人中。 重阳投资是国内最早突破百亿规模大关的证券类私募机构之一，目前该公司旗下的上海重阳投资和上海重阳战略投资两家证券私募平台管理规模均在100亿 元以上。智通财经注意到，今年2月份重阳投资曾在官微发文表示，"当前是投资创新药的有利时机。最懂行的跨国大药企已经用实际行动积极买入中国创新 药资产，这最终将带动全球资本市场对中国创新药企的关注和重估。" 老牌百亿私募景林资产旗下的"景林稳健"也持有博时恒生医疗保健ETF多达3.94亿份，与重阳投资不同的是，自2022年年报以来景林资产旗下一直有产品位 列该ETF前十大持有人中。 此外，截至2024年年报，"景林稳健"持有华夏恒生 ...