The aerospace sector has indeed seen a rebound after two tough days—no easy feat. The A-share market seems stuck in a paradox, torn between following U.S. stocks and charting its own course. Nvidia's fluctuations dictate whether related supply chain stocks gap up or down at the open, while Tesla's movements similarly impact robotics stocks. Fortunately, despite recent U.S. market adjustments, A-shares have held steady, neither rising nor falling significantly.
December's rebound has been led by the optical module sector, with many companies hitting fresh all-time highs. Some investors are asking whether it's time to jump in. Here's the thing: there's no stock in the A-share market that's inherently "unbuyable." The key lies in understanding your strategy. For speculation (short-term plays), follow the crowd; for investment (long-term holds), seek out overlooked opportunities. The current tech stock landscape offers clear choices for both approaches—just trade accordingly.
On ETFs, here are two recommendations: the ChiNext Artificial Intelligence ETF (159363) with its feeder fund (023408), and the STAR Market Artificial Intelligence ETF (589520) with its feeder fund (024561).
The ChiNext AI ETF (159363) tracks an index of 50 companies, with three heavyweights now comprising over 55% due to sustained rallies. This ETF zeroes in on AI computing power within the ChiNext board, particularly optical modules, offering strong growth potential and volatility.
Meanwhile, the STAR Market AI ETF (589520) follows a 30-company index where the top ten holdings make up about 70%. It captures China's domestic AI ecosystem (both chips and software) on the STAR board, emphasizing self-sufficiency and cutting-edge tech. These two ETFs provide complementary exposure across different segments of the AI industrial chain.
A word of truth: quick profits require riding popular trends, while substantial gains often come from less crowded spaces. Neither approach is inherently right or wrong—it's all about your choice.
Despite this year's market buzz, data from various platforms shows nearly 50% of investors are in the red. Stay strong, everyone.
MACD golden crosses have formed, signaling upward momentum for select stocks.
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