On April 14, the major indices of A-shares and Hong Kong stocks witnessed a collective upswing, with the ChiNext index soaring by over 2%. That day, more than 90% of ETFs across the market posted gains, with satellite-themed ETFs emerging as the standout performers and capturing the market's attention. Simultaneously, fund flows within the ETF market continued to exhibit divergence. On April 13, bond ETFs attracted inflows, whereas broad-based ETFs experienced net outflows. When it comes to the future market outlook, public offering institutions hold varying perspectives. Some advocate for a balanced allocation approach to navigate market volatility, while others are inclined to seek offensive opportunities amidst the fluctuations. A multitude of sectors, including AI, optical communications, gas turbines, domestic computing power, dividends, consumption, resource commodities, Hong Kong-listed technology stocks, and chemicals, have drawn attention from public offering institutions.
