The ChiNext artificial intelligence ETF Huabao closed up 5.69%, with a trading volume of 8.01 billion yuan! Institutions: continue to seek low-tech growth opportunities

On August 25th, the ChiNext artificial intelligence ETF Huabao closed up 5.69%, with a trading volume of 8.01 billion yuan. The constituent stocks were mixed in terms of gains and losses. Leading the gains were Zhong Ji Xuchuang and Xin Yisheng, while Wangsu Technology led the declines. In terms of news, today, the trading volume of the Shanghai, Shenzhen, and Beijing stock markets exceeded 3 trillion yuan, the first time it has surpassed this level since October 8th last year, and the second time in A-share history. Industrial Securities stated that the market rhythm last week well illustrated the characteristics of "leading themes, alternating rotations." After the technology growth theme experienced a continuous rise, a phased consolidation period began early last week. At this time, the cyclical sectors at low levels were able to timely take over, preventing the market sentiment from quickly cooling down. Consequently, after the technology growth theme rested last Friday, it led the market to new highs again. Therefore, under this market structure characteristics, we should focus on two directions for layout: first, continue to search for low-level directions within the technology growth theme, exploring niche areas that have not been fully priced in yet; second, for the cyclical sectors at low levels, select high-quality tracks with economic expectations, meet fund aesthetics, have short-term rotation opportunities, and also have medium to long-term growth potential.