egtjackpot| Industry ETF weathervane 丨 Foreign investment is leading, and China-Pacific Internet ETF's half-day increase is "skyrocketing" by more than 3.5%

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Today, UBS upgraded the ratings of A shares and Hong Kong stocks to "additional allocation", causing a big rise in China General Internet ETF (159605), China General Internet ETF (159607) and China General Internet ETF (513220) all rose by more than 3%.Egtjackpot.5%, the total transaction of the three ETF is nearly 1 billion yuan.

From the perspective of investment logic, UBS upgraded A shares and Hong Kong stocks to "overweight", while UBS upgraded Chinese stocks to overweight, saying that the consumer and internet sectors account for a large proportion of the MSCI China Index, and that they are expected to perform better as consumption shows signs of picking up.

On the other hand, with the end of the performance disclosure stage of the 2023 annual report, the overall growth rate of the Internet industry in Hong Kong stocks has declined significantly compared with the same period last year, but the strategy of reducing costs and increasing efficiency of the industry as a whole continues, and the profit side is much higher than that in 2022. The performance growth of Internet leading enterprises fell short of expectations, so the performance of the secondary market was lacklustre, and some enterprises in the middle waist rose sharply as a result of better-than-expected performance. Looking forward to 2024, it is expected that the fundamentals of the Internet molecular industry will be gradually repaired, at the same time, such as computing power, AIGC, entertainment track will continue to outperform the market.

Comments: China Internet ETF (159605) and China Internet ETF (159607) rose by 3% this morning, respectively.Egtjackpot.72% and 3.61%, of which, China General Interconnection ETF (159605) is relatively large, reaching 9.426 billion copies, with a half-day transaction value of 752 million yuan, with very active trading. Both ETF tracks the CSI overseas China Internet 30 Index.

The CSI overseas China Internet 30 Index, released on March 23, 2015, selected 30 Chinese Internet companies listed on overseas exchanges as sample stocks to reflect the investment opportunities of well-known Chinese Internet companies listed on overseas exchanges.

Comments: the half-day increase of China General Internet ETF (513220) is also as high as 3.6%, but its scale is small, only 88 million, with a half-day transaction value of 24.5475 million yuan, which tracks the CSI global China Internet index.

The CSI Global China Internet Index selects 30 Internet company securities with larger market capitalization from the securities of globally listed Chinese companies as index samples to reflect the overall performance of the securities of globally listed Chinese Internet companies. The index mainly focuses on the Internet leading companies, which is in line with the development trend of "the strong are always strong" in the Internet industry. The concentration of stocks in the index is relatively high, and the current fundamentals of heavyweights are relatively good, and their performance is generally better than market expectations.

Comments: Hong Kong stocks Internet ETF (513770) and other three Hong Kong stocks Internet ETF half-day increase is also more than 3%, of which the Hong Kong Stock Exchange Internet ETF (159792) is relatively large, reaching 16.736 billion, with a half-day turnover of 298 million yuan. They all track the China Securities and Hong Kong Stock Exchange Internet Index.

The China Securities and Hong Kong Stock Connect Internet Index selects 30 Internet-related listed companies with excellent liquidity and high total market capitalization within the scope of Hong Kong Stock Connect as index sample stocks, reflecting the overall securities performance of Internet-themed listed companies. The index covers the leading companies with large market capitalization in the Internet industry, and the value of high-growth allocation is highlighted.

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