Xinchuang ETF Fund (562030) absorbs gold against the market, institutions: policy + market-driven, Xinchuang may usher in a new round of development cycle
The more it falls, the more it buys, the funds are lurking?Xinchuang ETF Fund (562030) attracts gold against the market! Institution: Policy + market-driven, Xinchuang may usher in a new round of development cycle
Recently, the computer sector has consolidated with the market and has fallen sharply in the past few days, but there are still funds that are actively optimistic about the market prospects of the information and innovation sector.
Yesterday (March 27, 2024), the Xinchuang ETF Fund (562030) frequently traded in the premium trading range, and the buyers' funds were active. According to data from the Shanghai Stock Exchange, the Xinchuang ETF Fund (562030) received a net inflow of 1.99 million yuan against the market in the market price fell by 4.41% yesterday, and there was a net inflow of funds in 3 of the past 5 trading days, with a total of 3.68 million yuan. Contingent funds are optimistic about the market opportunities in the information and innovation sector, and the layout is latent in advance.
In terms of policy, the central government network issued the "Notice on Updating the Bulk Centralized Procurement Configuration Standards for Desktop Computers and Portable Computers of Central State Organs" on March 11, which clearly requires that state organs above the township level need to purchase desktop computers and portable computers that meet the requirements of information and innovation.
On the news side, Hongmeng has both technical hard power + ecological soft power. On the one hand, the HarmonyOS ecosystem partners based on OpenHarmony launched the HarmonyOS system, which can be customized for key industries such as the party and government, finance, and electric innovation; on the other hand, the HarmonyOS terminal based on domestic CPU and OpenHarmony system fully meets the requirements of independent and controllable, and is expected to gain more shares. In addition, HarmonyOS PC is also expected to be launched this year, and it is expected to occupy a place in Xinchuang PC in the future.
Western Securities predicts that a new round of information innovation will be closely integrated with AI, that is, a new round of replacement cycle will be dominated by AI hardware and AI software, such as AI PC, AI server, AI office software, etc. Technological innovation, represented by AI, will bring great changes to the supplier landscape of the information and innovation industry.
Ping An Securities believes that under the two-wheel drive of policy and market, the mainland information innovation project will usher in a new round of rapid development cycle, and domestic software and hardware manufacturers will benefit deeply.
"Zhenxin China, the rise of domestic products", investors who are optimistic about the development prospects of the information and innovation sector are recommended to pay special attention to the information and innovation ETF fund (562030). According to public information, the Xinchuang ETF fund passively tracks the CSI Xinchuang Index (931247), focusing on the layout of 50 Xinchuang core stocks, covering the entire industry chain, bringing together the leading Xinchuang stocks, and the index has the characteristics of high growth and large space, and can invest in the core links of the Xinchuang industry chain with one click.
Data and image sources: Wind, Shanghai and Shenzhen Stock Exchanges, Huabao Fund, etc.
Risk Warning: Xinchuang ETF Fund (562030) passively tracks the CSI Xinchuang Index, the base date of the index is 2017.12.29, released on 2012.12.21, the composition of the index constituents is adjusted in a timely manner according to the index compilation rules, and its backtest historical performance does not indicate the future performance of the index. The index constituents in this article are for illustration purposes only, and the individual stock descriptions are not intended as investment advice of any kind, nor do they represent the position information and trading trends of any fund under the manager. The risk level of the fund assessed by the fund manager is R3-medium risk, suitable for investors with balanced (C3) and above, and the suitability matching opinion is subject to the sales agency. Any information appearing in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, any form of expression, etc.) is for reference only, and investors shall be responsible for any investment behavior determined independently. In addition, any opinions, analysis and forecasts in this article do not constitute any form of investment advice to the reader, nor do they assume any responsibility for any direct or indirect losses arising from the use of the content of this article. Fund investment is risky, the past performance of the fund is not indicative of its future performance, and the performance of other funds managed by the fund manager does not constitute a guarantee of the performance of the fund, so fund investment should be cautious.