After the Spring Festival, the A** field showed signs of continuous recovery, and the performance of public offering ** related products rebounded simultaneously.
Wind information data shows that from February 19th to 26th, there were 31 public offerings** with significant yields, all of which exceeded 10%. Among them, broad-based ETFs (exchange-traded open-ended index**) have the largest number, reaching 18, accounting for nearly 60%.
Analysts believe that after the Spring Festival, investment opportunities in different sectors of the A** field will be highlighted, and the income of media, computers, communications and other sectors or broad-based products will usher in a round of rebound. In the short term, range volatility may still be repeated, but in the medium to long term, the trend trend of the above sectors is relatively certain, and long-term opportunities still exist.
Wind information data shows that among the more than 10,000 public offerings in the whole market, only 80 have a negative rate of return during the aforementioned time period, and the rest of the products have all achieved positive returns, with 31 products having a yield of more than 10%.
Relevant people in China and Europe told the reporter that after the holiday, the media, computer, communication and other sectors of the A** field continued to rise, such as the strong performance of science and technology themes empowered by new technologies such as AI, which is the main reason for the increase in the income of public offering **related products.
Among the 31 ETFs with yields of more than 10%, the number of broad-based ETFs accounts for nearly 60%. A number of broad-based products, including CSI 2000 ETF, ChinaAMC CSI 2000 ETF, GF CSI 2000 ETF, Yinhua CSI 2000 Enhanced Strategy ETF, and Harvest CSI 2000 ETF, have performed strongly.
Relevant people in Huaxia told reporters that the better performance of broad-based products is due to the rebound in small and medium-cap stocks after the holiday. Since the holiday, the recovery ** has been further deduced, and many indices have been repaired by more than half compared with the decline since the beginning of the year.
Relevant people in the south said that the risk appetite of the market gradually recovered after the holiday and returned to the long window. "Short-term small-cap growth stocks are worth paying attention to, as the previously over-falling small-cap stocks have recovered after liquidity pressures have eased, and the value of growth direction allocation is gradually emerging, such as consumer electronics, general equipment, cloud services, etc.
In addition to broad-based ETFs, themes such as animation and games, CSI Film and Television, and financial technology also performed well after the holiday. Wind information data shows that there are 9 related themes** with a post-holiday yield of more than 10%; From the perspective of sectors, the media sector rose first.
Song Weiwei, the proposed manager of the CEIBS CSI All-Index Software Development Index, told reporters that the media sector rose first because the release of SORA once again detonated the most productive forces. "The significance of SORA's release lies in two aspects: first, it represents the advancement of AI large models from 1D to 2D; The second is to realize the real simulation of the physical world by the underlying model, so that the model can understand the physical laws of the real world, which is expected to promote substantial breakthroughs in related artificial intelligence applications. ”
In addition, commodity** such as oil and gas shows a preference. Wind information data shows that 29 oil and gas categories** have achieved positive returns, of which the highest yield is close to 6%, including Cathay CSI Oil & Gas Industry ETF and Harvest S&P Oil & Gas Exploration and Production Select Industry ETF.
Chen Xinyi, a researcher at COFCO Research Institute, told reporters that the performance preference of oil and gas is due to the fact that oil prices remain strong. As geopolitical risks continue, multiple factors pose a short-term positive for oil prices. At the same time, the market still expects the second quarter's ** demand and OPEC production cuts, so the international oil price ** center remains on the high side.
Short-term oil prices are under greater pressure to break through, with a high probability of maintaining a wide range of ** pattern, and trading opportunities are not obvious, at this time it is not appropriate to hold relevant oil and gas financial products, but in the medium and long term, the probability will maintain a strong logic, and long-term opportunities still exist after the supply and demand pattern is clearer. Chen Xinyi said.
Reporter Wang Ning.