With the rise of technology, institutions are optimistic about the opportunity for core asset allocation

Last week (April 6 - April 10), sectors such as telecommunications, the ChiNext AI, and consumer electronics performed strongly, with several related thematic ETFs seeing gains of over 10%. However, defensive style ETFs like those focused on banks and dividends showed weak performance. Additionally, some innovative drug-related ETFs also experienced significant adjustments. Notably, despite the adjustments in dividend and innovative drug sectors, many related thematic ETFs attracted considerable capital. For instance, although the performance of products like the Southern Dividend Low Volatility 50 ETF, the Guangfa Hong Kong Innovative Drug ETF, the Huatai-PB Hong Kong Innovative Drug ETF, and the E Fund Dividend Low Volatility ETF was negative last week, they still saw net inflows exceeding 300 million yuan. Industry insiders pointed out that as macroeconomic negative factors are gradually digested and short-term performance risks in sectors are released, there are still structural opportunities in technology growth. Specifically, investment opportunities in domestic and foreign computing power, self-controllable technologies, certain new energy and power equipment, and humanoid robots are worth paying attention to. (China Securities Journal)