ETFs tracking the ChiNext and Science and Technology

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Slightly different from the CSI 300, the A500 ETF fund, which is continuously invested by large funds, covers the direction of new quality productivity.

Wind data shows that the first and second weighted industries of the A500 ETF fund are industry and information technology, accounting for 20.4% and 19.8% respectively.

Looking back at A-shares in the outbreak of the 924 market became a turning point for the bull and bear markets of A-shares. ETFs became the "sharpest spear" and individual investors quickly entered the market through ETFs.

During the period from , Innovation Board received net subscriptions exceeding 100 billion yuan. It can be seen how huge the force of residents entering the market is. In just two weeks, it has far surpassed bc data mexico the estimated net subscription volume of 55 billion yuan for insurance funds in the first two quarters of 2024.

Looking ahead, the central bank’s latest tone is to “lower the reserve requirement ratio and interest rates when the time is right”. It is highly likely that deposit rates and money fund yields will continue to decline in 2025. With interest rates at a new low, where the huge amount of 145 trillion yuan in residents’ deposits will move is also a variable that deserves close attention.

If it is the equity market, referring to the "924 market", ETF is expected to become the main channel for residents' deposits to enter the market under the background of asset shortage.

Judging from the performance of the A major broad-based index from September 24 to December 31, 2024, the dual innovation index also performed best.

From the perspective of industry dynamics, starting from the second half of 2024, AI applications and humanoid robots will be the two hottest new industry trends in the market.

The trend of global technology companies focusing on investing in robots is becoming increasingly obvious. On January 7, Nvidia's Huang Renxun once again emphasized at the global technology event CES 2025 that the GPT moment of humanoid robots will come. Musk recently said that the goal this year is to produce thousands of Optimus Prime humanoid robots, and the number may increase tenfold every year in the future. Recently, OpenAI announced the restart of its robotics project.