On January 7, the three major A-share indices closed higher in the morning session. The Shanghai Composite Index rose 0.29%, approaching the 4,100-point mark and once again setting a new near 10-year high, while the ChiNext Index experienced a pullback after an initial surge. Influenced by this, the ChiNext 50 ETF (159949) climbed 0.32% to 1.578 yuan, with a turnover rate of 3.57% and a trading volume of 1.066 billion yuan, ranking first among similar target ETFs.
The latest periodic report reveals a mixed performance among the top ten holdings of the ChiNext 50 ETF (159949) in the morning session. Specifically: Contemporary Amperex Technology Co., Limited fell 0.87%, Zhongji Innolight rose 2.54%, East Money Information Co., Ltd. dropped 1.71%, New Essex Communication Technology Co., Ltd. gained 1.09%, Sungrow Power Supply Co., Ltd. increased 0.20%, Shenghong Technology Group Co., Ltd. declined 1.62%, Inovance Technology Co., Ltd. dipped 0.20%, Mindray Bio-Medical Electronics Co., Ltd. decreased 0.96%, EVE Energy Co., Ltd. advanced 0.36%, and Tonghuashun Softwave Co., Ltd. fell 2.08%.
On the news front, Daotong Technology is advancing cooperation with a leading global enterprise in the autonomous driving sector to develop an automatic charging network. The core business of this partner involves providing driverless autonomous taxi services, which are already operating as paid services in multiple locations across the United States. At CES 2026, Daotong Technology unveiled an intelligent charging robot. Operated through coordinated cloud dispatching and station-side control, this robot can perform automated tasks such as plugging and unplugging charging guns and recycling them, integrating with fleet queue management to form a continuous workflow of "message flow - action闭环 - queue control." Furthermore, Daotong Technology showcased its strategic layout for a "new-generation intelligent charging network" system, launching new V2G AC charging products like the AC Compact Gen 2, the new compact DC fast charger MaxiCharger DC50, and a charging cloud platform.
A research report from Industrial Securities pointed out that, from an individual stock perspective, as of January 6, approximately 95% of stocks in the market had yet to break through their previous highs. The sectors that have reached new highs are primarily concentrated in a few niche segments and heavyweight sectors, including large financial heavyweights represented by insurance, some sub-sectors in non-ferrous metals, chemicals, petroleum and petrochemicals, and building materials driven by the "price increase chain," as well as sectors like defense, machinery, and home appliance components spurred by themes such as commercial aerospace, robotics, and overseas expansion. However, most sub-sectors, such as technology growth, consumer goods, and high-dividend stocks, have not yet surpassed their previous highs. The institution believes that structural opportunities may still exist in the market for investors to uncover.
Wang Fangqun, Deputy Director of the Huaxi Securities Research Institute, stated that currently noteworthy directions include the commercial aerospace sector, which has recently garnered significant attention. Additionally, artificial intelligence is seen as the second key theme requiring focus in the technology field for 2026. Beyond the technology theme, Wang Fangqun also places high importance on investment opportunities in areas such as innovative drugs, new consumption, and non-ferrous metals.
For investors optimistic about the long-term development of China's technology growth sector, the ChiNext 50 ETF (159949) offers a convenient and efficient investment tool. The product has delivered a return of 47.89% over the past three years, outperforming its performance benchmark and ranking 357th among 1,824 comparable products. Investors can trade the ChiNext 50 ETF (159949) directly through a stock trading account or invest via its feeder funds (Class A: 160422; Class C: 160424; Class I: 022654; Class Y: 022976). It is recommended to adopt strategies such as systematic investment plans or phased position building to mitigate short-term volatility risks, while closely monitoring the earnings performance of the index's constituent stocks and the progress of relevant policy implementations.
Risk Warning: Fund investments carry risks, and investing requires caution. The ChiNext 50 ETF is a fund product characterized by relatively high risk and high expected returns, and its net asset value performance is closely linked to the ChiNext market. Investors should carefully read the fund's legal documents, assess their own risk tolerance, and make prudent investment decisions.
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