The "technologization" process of A-shares may significantly accelerate, with Chinese core technology assets possibly entering a global pricing moment. The Southern A500 ETF is poised for a fourth consecutive rise.

On June 18, the four highest-priced stocks in A-shares that are priced over 1,000 yuan - Lianxun Instruments, Yuanjie Technology, Hanwuji, and Zhongju Xuchuang - all hit historical highs. As of press time, the A500ETF South rose by 0.73%, aiming for a fourth consecutive rise, with a turnover of 25 billion yuan. Changjiang Securities believes that on the one hand, the process of "technologization" in A-shares may accelerate significantly, making the market a hatchery for technological innovation; on the other hand, China's core technological assets may usher in a global pricing moment, as research on RMB foreign exchange futures progresses, providing more mature exchange rate risk management tools for foreign capital to allocate Chinese assets, benefiting long-term foreign capital inflows. Guotou Securities believes that the current AI technology is going through a left-side cyclical high-to-low phase, and the high probability that the first top may not have arrived yet in the context of the end of the wave of industrial peak stocks under the M-top perspective. Given the unclear macro "gray rhino" and the difficulty in falsifying high AI capital expenditures, this round of AI technology clustering is unlikely to end easily, with its core main line positioning remaining unshaken by high stock price fluctuations. Data shows that the CSI A500 Index closely tracked by the A500ETF South covers high-quality leading companies in A-shares with large and medium market capitalization, focusing on the layout of new quality productivity, and with advantages in scale, liquidity, etc., may be a powerful tool to help fund layout for future opportunities. Investors can utilize the A500ETF South and its connected funds to easily layout their investments.