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On March 25th, themes such as new energy, communications, artificial intelligence, and gold performed well. The ChiNext new energy ETF led the gains, with multiple gold-themed ETF products continuing their rise from the previous day.

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In terms of capital flow, on March 24th, bond ETFs such as Bosera Convertible Bond ETF, Pengyang 30-Year Treasury ETF, and HFT ETF attracted net capital inflows. The “attractiveness” of broad-based ETFs slowed down.

Communication and artificial intelligence theme ETFs surged significantly

On March 25th, the ChiNext new energy ETF led the ETF market with a rise of over 6%. Several communication-themed ETFs, such as Yinhua Communication ETF and Guotai Communication ETF, increased by over 3%. ChiNext artificial intelligence ETFs, such as Southern and Huaxia, as well as China Merchants, also performed well. Additionally, gold-themed ETFs continued their previous gains, with Qianhai Open Source gold ETF rising by 3.94% today.

Industrial Securities stated that as AI penetrates comprehensive terminal scenarios, domestic operators and cloud vendors are expected to continue increasing capital expenditure. Domestic computing power manufacturers and upstream semiconductor equipment and materials have broad growth prospects.

Oil and gas energy-themed ETFs saw obvious adjustments today. Among them, the S&P Oil & Gas ETF JiaShi fell by 7.64%, with a premium rate of 7.71%. Moreover, energy chemical ETFs such as Jianxin Energy and Chemical ETF and Energy ETF (159930) declined. The Hong Kong stock consumer sector was under pressure, with several Hong Kong Stock Connect consumer ETFs closing lower.

Hang Seng Technology ETF saw increased trading volume

The ETF with the highest turnover today was the Short-term Financing ETF HFT, with a turnover of 42.97 billion yuan. The Hang Seng Technology ETF saw increased trading volume; taking Huaxia Hang Seng Technology ETF as an example, its turnover increased by over 1.7 billion yuan compared to yesterday.

In terms of capital flow, on March 24th, bond ETFs such as Bosera Convertible Bond ETF, Pengyang 30-Year Treasury ETF, and HFT ETF attracted net capital inflows.

Broad-based ETFs’ “attractiveness” slowed down. For example, the Huatai-PineBridge CSI 300 ETF saw a net outflow of 348 million yuan on March 24th, after a net inflow of 3.707 billion yuan on the previous trading day (March 23rd). Additionally, ETFs with large net inflows on March 23rd, such as the GF Shanghai Composite ETF and Huaxia SSE 50 ETF, experienced net outflows on March 24th.

ETF Market Analysis

AI sector still has high allocation value

Yongying Fund Manager Cai Luping believes that from a medium- to long-term perspective, the AI sector still has high allocation value. The gradual easing of geopolitical conflicts will create a favorable environment for technological growth sectors. Previously, related indices experienced adjustments mainly due to rising external risks and tight liquidity suppressing market risk appetite. As external risks gradually recede, the overall market risk appetite will remain relatively stable. Supported by solid industry fundamentals, combined with the recovery of profit expectations for leading companies and accelerated commercialization, the AI industry may become one of the core long-term investment themes in the capital market.

MACD golden cross signals formed, these stocks are on a good upward trend!