Newsletter summary
Kechuang 100ETF rose 10.22% in five days. Zheshang Securities is optimistic about the release of valuation flexibility in science and technology, manufacturing, medicine and other areas, and investors are advised to pay attention to it.
Text of news flash
[Kechuang 100ETF shows strong growth momentum of 5.12%, 8.75% and 10.22% respectively] so far this year, Kechuang 100ETF (588190) has performed strongly, rising 5.12% in the past three days, 8.75% on the 5th and 10.22% on the 10th, respectively. As of 10Wanganmidnightarcade: 17, the trading volume of the ETF reached 29.36 million. Among the constituent stocks, Aerospace Hongtu (688066) rose 5.9%, Baiaotai rose 3.6%, and Bouri Pharmaceuticals, Honghua Digital, Baiji Shenzhou-U, Dongwei Technology and so on all rose more than 2%. This shows that the market attention and investment enthusiasm for science and technology 100ETF continues to be high, reflecting the recognition and expectations of investors in related industries of Science and Technology Innovation Board.
On the news side, the important meeting on April 30 stressed the need to develop new productive forces according to local conditions, strengthen the layout of national strategic scientific and technological forces, cultivate and strengthen emerging industries, advance layout and build future industries, and use advanced technology to enable the transformation and upgrading of traditional industries. At the same time, actively develop venture capital and strengthen patient capital. This provides policy support and direction guidance for the development of new quality productivity-related industries, which is conducive to promoting the rapid development, transformation and upgrading of related industries.
Zheshang Securities Research News believes that the secondary market tracks covered by the new quality productivity include computer, electronics, communications and other major technology industries.WanganmidnightarcadeLarge manufacturing industries such as power equipment, machinery and equipment, national defense and military industry, automobiles, medicine, biology and other large health industries. It is expected that the track for the development of new productivity in the second half of 2024 may usher in the release of valuation flexibility, including manufacturing, technology and pharmaceuticals. In addition, if there is a new technological breakthrough, new quality productivity may usher in a round of investment opportunities.
Kechuang 100ETF (588190) covers six fields, such as new generation information technology, high-end equipment, new materials, new energy, energy saving and environmental protection, biomedicine and so on. Based on the current market environment, the upward flexibility of valuation is high, which deserves the attention of investors. Investors can follow the performance of the constituent stocks in Kechuang 100ETF and the policy trends of related industries, and seize investment opportunities.
