Technology Trends Surge: Institutions Lean Towards Core Asset Allocation Opportunities
1 week ago / Read about 0 minute
Author:小编   

During the week of April 6th to April 10th, segments within the technology innovation sphere, such as communications, artificial intelligence, and consumer electronics listed on the ChiNext board, demonstrated robust performance. Numerous theme-related ETFs in these areas soared by more than 10%. Conversely, defensive-style ETFs, including those centered on banking and dividend-paying stocks, underperformed. Additionally, some innovative pharmaceutical-related ETFs underwent notable corrections. Despite these corrections in sectors like dividend-paying stocks and innovative pharmaceuticals, several theme-related ETFs still experienced net inflows of funds. For example, the Southern Dividend Low Volatility 50 ETF, GF Hong Kong Stocks Innovative Pharmaceuticals ETF, ChinaAMC Hong Kong Stock Connect Innovative Pharmaceuticals ETF, and E Fund Dividend Low Volatility ETF, among others, all witnessed weekly net inflows exceeding 300 million yuan, even though they posted negative returns last week. Industry experts believe that as macroeconomic challenges gradually ease, structural opportunities remain prevalent in the technology growth sector. Segments such as domestic and international computing power, self-sufficiency and controllability, certain new energy and power equipment, and humanoid robots are worth noting.