On February 20, 2024, the three major stock indexes opened lower, the Shanghai Composite Index turned red intraday, the media and pharmaceutical industries strengthened, and small and medium-cap indices such as the Beijing Stock Exchange 50 and Wind Micro Cap Index rose ahead of the A-share core index. As of 10:36, the ChiNext 200 ETF ChinaAMC (159573) fell 037%, holding stocks Chinese ** up and down, Wanxing Technology rose more than 12%, Huali Chuangtong, Puli Pharmaceutical, Xinnuowei followed.
According to the data, the ChiNext 200 ETF ChinaAMC (159573) ranks first in the same category, closely tracking the ChiNext 200 Index, compared with the ChiNext Index, the index industry is more dispersed, the emerging industries cover a wider range, and the technology wind is more prominent. The index has heavy positions in computer (21%), electronics (16%), medicine and biology (15%) and media (9%), which are conducive to enjoying the dividends of cutting-edge technologies such as digital economy, consumer electronics and artificial intelligence.
Essence believes that the dual main lines of high value dividends + small-cap growth are not short-term trends, and there is a high probability that the dominant pattern of the dual main lines will be maintained before 2025, and the industrial theme investment corresponding to small-cap growth is still very important; **Growth bias is a swing opportunity, grasping the structure is still the focus of excess returns in 2024, and it is recommended to pay attention to the TMT+ pharmaceutical track portfolio.
The above content and data have nothing to do with the position of the interface and do not constitute investment advice. Do so at your own risk.