"Technology growth + cycle" has become a significant consensus among investors, with the entrepreneurial board artificial intelligence ETF Huabao consolidating its strength through a pullback.
On July 28, by the midday break, the Growth Enterprise Market Artificial Intelligence ETF Huabao fell by 1.01%, with a turnover of 1.32 billion yuan. The constituent stocks saw mixed movements, with JMicron leading the gains and TD Tech following, while Inspur Information led the declines and Runze Technology followed suit. In terms of news, the World Humanoid Robot Games, the world's first comprehensive event centered around humanoid robots, will kick off in Beijing from August 14 to 17. Industrial Securities stated that with the support of macro policies and the attraction of market profit effects, they have seen a clear influx of incremental funds into the market recently, and various types of funds have reached a relatively consistent consensus on the main themes. Currently, the "technology growth + cycle" trend has become a significant consensus among various funds. However, although there has been a recent focus on the main themes, most sectors are still in a reasonable position in terms of crowding, with opportunities for further segmentation within. Therefore, with the "technology growth + cycle" trends continuing to consolidate market consensus and profit effects, and some sectors still having low levels of crowding, various funds may continue to actively explore opportunities within. By understanding the position of stock prices and the rationale for allocation, grasping the rotation and diffusion of the two main themes will still be the main response strategy moving forward.
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