The ChiNext Artificial Intelligence ETF of Huabao rose 2.94% at midday! Institutions: The market may hit new highs in the second half of the year, focusing on technology themes such as AI and robotics.
On August 11th, as of the midday close, the ChiNext artificial intelligence ETF Huabao increased by 2.94%, with a transaction volume of 1.97 billion yuan. The constituent stocks all rose, with New Easy Star up 5.62%, Zhongji Xuchuang up 3.03%, and Tianfutongxin, Runze Technology, and Beijing Junzheng up by over 2%. Guotai Junan Securities stated that looking ahead, the overall performance of the domestic market is good, with the continuous accumulation of positive internal and external factors, it is expected that the domestic market will continue to show strong performance in the future. Under the expectation of short-term differences, the market in the second half of the year may hit new highs. At the industry level, attention should be paid to the previous lagging directions in the short term and the directions that are expected to benefit from marginal improvements in overseas liquidity. Long-term focus should be on the three main lines of consumption, technology independence, and dividends. In particular, the technology theme focuses on AI, robotics, semiconductors, and defense. Huaxin Securities stated that in terms of allocation, it is recommended that investors continue to focus on the most elastic growth technology and performance support: first, growth technologies including AI, robotics, and defense. Second, prosperity or performance support such as rare earth permanent magnets, precious metals, engineering machinery, motorcycles, and agricultural chemicals.
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