On January 10, 2024, the main indices of the market continued to correct, and 5GETIF (515050) has fallen by 2645%, almost erasing the increase for the whole of 2023. Only Wangsu Technology**, Accelink Technology, Crystal Optoelectronics, and Goertek led the decline. In the past 5 trading days, the continuous inflow of funds has accelerated, and 5getf (515050) has attracted a total of 92.81 million yuan.
The person in charge of equity investment of a number of insurance asset management companies said that there is a high probability of "spring restlessness" before and after important meetings. Compared to the current crowded high-dividend huddle strategy, spring** may be more structurally balanced. According to the analysis of IB**, with the increase in market risk appetite at the end of the year and the beginning of the year, the communication industry may have a New Year's Eve**. It is recommended to focus on the layout: 1. Over-falling sectors: communication new energy, Internet of Things, intelligent controllers, equipment manufacturers, etc.;2. High prosperity and low valuation sector: optical module.
According to the data, 5GETIF (515050) is the largest 5G communication theme ETF in the whole market, and the style is biased towards the first growth. The constituent stocks not only cover computing infrastructure sectors such as optical modules (CPO), PCB, semiconductors, and consumer electronics, but also have a high weight in 5G application scenarios such as autonomous driving, cloud computing, and the Internet of Things. There are many popular stocks such as Lixun Precision, Goertek, Accelink, Zhongji Innolight, Tianfu Communication, Xin Yisheng, Montnets Technology, Fiberhome Communication, and Unisplendour. (Joining**Class A: 008086 Class C: 008087).
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