Two Sessions market agencies focus on expanding domestic demand and new productive forces, leveraging A500ETF to layout in the south.

On March 3rd, the turnover of A500ETF South reached 7.4 billion yuan, showing significant liquidity advantages. China Merchants Securities pointed out that looking ahead to March, considering factors such as the Two Sessions trading, the US-Iran conflict, continuous rise in PPI, the supporting role of first-quarter fiscal expenditures on macro liquidity, and the fund situation, it is expected that the growth value style of the entire market will be more balanced. Dongwu Securities stated that the index level of the market is likely to maintain stable fluctuations during the Two Sessions period; the market has high attention to industrial policies, especially the potential key directions of the "15th Five-Year Plan". If there are unexpected expressions or catalyzing effects during the Two Sessions, related themes are expected to receive positive feedback. In terms of March allocation strategy, AI and the broader AI field remain the long-term themes in the market, pro-cyclical varieties are expected to have opportunities for performance rotation, and in terms of policy catalysis, focus on the structural highlights of the Two Sessions, mainly in two directions: expanding domestic demand and new quality productivity. The A500ETF South, tracked by the CSI A500 index, has significant advantages, covering a large number of new quality productivity-related targets while considering beta income and growth potential. Investors can use A500ETF South for easy portfolio allocation.