In the morning of December 29, 2023, the concept of financial technology rose rapidly, and many stocks rose sharply!As of the time of publication, Guao Technology rose more than 8%, tax friends rose more than 6%, Zhongke Jiangnan rose more than 5%, and Hengyin Technology, Haofeng Technology, Yinzhijie, etc. followed up by more than 3%. In terms of popular ETFs, fintech ETFs (159851) opened low and went high, with more than 1 in the intraday market5%, hitting the daily line three consecutive yang.
***wind
On the news side, the National Data Bureau recently announced the launch of a three-year action plan (2024-2026) for "data elements". The plan clearly states:
1) By the end of 2026, the breadth and depth of data element application scenarios will be greatly expanded, and the multiplier effect of data elements in the field of economic development will be revealed, creating more than 300 typical application scenarios with strong demonstration, high visibility and wide driving force, the quality and efficiency of products and services will be significantly improved, and a number of effective data element application demonstration areas will emerge
2) Cultivate a group of data vendors and third-party professional service institutions with strong innovation ability and great market influence;
3) The average annual growth rate of the data industry has exceeded 20%, the scale of data transactions has doubled, and the scale of on-site transactions has increased significantly, and the new business format of promoting the value creation of data elements has become a new driving force for economic growth, and the role of data in empowering the economy in improving quality and efficiency has become more prominent, becoming an important driving force for high-quality development.
Huaan** pointed out that the data element sector will continue to have a catalytic effect in the future, including the implementation of data elements in various places, the clear rules for the use and operation of public data, and new trends from the data bureau, all of which will bring stimulation to the sectorTraditional government IT vendors benefit from the operation and implementation of public data elementsVertical card slot manufacturers may also be the first to benefit.
According to the data, the Fintech ETF (159851) passively tracks the CSI Fintech Theme Index, and the index is "outstanding in elasticity"!The largest industry is computer, accounting for about 80%, covering hot topics such as digital economy, ChatGPT, information innovation, and financial IT. Its second largest industry is non-bank finance, accounting for nearly 14%, and its constituent stocks are mainly online brokers. Attached is a list of the top 10 heavyweights:
Data**: Shanghai and Shenzhen exchanges.
Risk Warning: The Fintech ETF passively tracks the CSI Fintech Thematic Index, which has a base date of 20146.30, release date 20176.22. The composition of the index constituents shall be adjusted in accordance with the rules for the compilation of the index. The index constituents in this article are for display purposes only, and the description is not intended as investment advice of any kind, nor does it represent any ** position information and trading trends of the manager. The Manager has assessed this risk rating as R3-Medium Risk, which is suitable for investors with an Suitability rating of C3 or above. Any information appearing in this article (including but not limited to **, comments, **charts, indicators, theories, any form of expression, etc.) is for reference only, and investors shall be responsible for any investment behavior determined independently. In addition, any opinions, analyses and opinions in this article do not constitute investment advice of any kind to the reader, and the Manager shall not be liable for any direct or indirect loss arising from the use of the content of this article. **Investment is risky, ** past performance is not indicative of its future performance, ** other ** performance managed by the Manager does not constitute a guarantee of ** performance, ** investment should be cautious.
The content and data are for reference only and do not constitute investment advice. AI technology strategy is provided for Youlian Cloud.