On December 11, the three major stock indices showed mixed performance, with the Shanghai Composite Index and Shenzhen Component Index fluctuating weakly in the morning session and closing lower. By midday, the ChiNext 50 ETF (159949) rose 0.52% to 1.540 yuan, with a turnover rate of 3.26% and trading volume reaching 8.86 billion yuan, ranking first among similar ETFs.
In terms of liquidity, as of December 10, the ChiNext 50 ETF (159949) recorded a cumulative trading volume of 32.243 billion yuan over the past 20 trading days, averaging 1.612 billion yuan daily. Since the beginning of the year, over 228 trading days, its total trading volume reached 330.783 billion yuan, averaging 1.451 billion yuan daily.
According to the latest quarterly report, the top ten holdings of the ChiNext 50 ETF (159949) include industry leaders such as CATL, InnoLight Technology, East Money Information, New Eoptics, Sungrow Power, Shenghong Technology, Inovance Technology, Mindray Medical, EVE Energy, and Tonghuashun.
In corporate news, on the evening of December 10, Lens Technology announced plans to acquire 100% equity of PMG International Co., Ltd. ("PMG International") from Leu Song-Sow and Song-Show through cash and other legal means. The company stated that this acquisition will significantly enhance its core competitiveness in AI computing hardware solutions, providing strong momentum for its expansion into the AI computing infrastructure sector and accelerating its transformation into a global AI hardware innovation platform.
Zhongtai Securities noted that the combination of AI sovereignty trends and domestic technological self-sufficiency is driving continuous progress in China's computing power industry. As AI sovereignty gains traction and global trade and tech tensions escalate, the urgency for localized and independent computing power has intensified. Governments at all levels have introduced multiple policies supporting domestic computing power development, while entities such as telecom operators and universities have increased procurement and adoption of domestic solutions. Additionally, with rapid advancements in China's semiconductor industry, the performance of domestic chips has improved significantly, and technologies like hyper-nodes help compensate for quality gaps through scale. In the long run, the AI industry's growth trajectory remains intact, sustaining strong demand for computing power, with domestic players well-positioned for higher-quality development.
For investors bullish on China's tech growth sector, the ChiNext 50 ETF (159949) offers a convenient and efficient investment tool. Investors can trade the ETF directly via stock accounts or invest through feeder funds (Class A: 160422; Class C: 160424; Class I: 022654; Class Y: 022976). Experts recommend adopting dollar-cost averaging or phased entry strategies to mitigate short-term volatility risks, while closely monitoring the performance of index constituents and policy implementation progress.
Risk Warning: Investments carry risks, and past performance does not indicate future results. Investors should carefully review fund prospectuses and contracts, assess their risk tolerance, and make rational decisions.
The content is for informational purposes only and does not constitute investment advice. Investors assume all risks for their actions.
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