On January 7, the three major A-share indices closed higher for half a day. The Shanghai index rose 0.29% to close to 4,100 points, and once again hit a new high of nearly 10 years; the GEM index rushed higher and fell. Affected by this, the GEM 50 ETF rose 0.32% to 1.578 yuan, with a turnover rate of 3.57% and a turnover of 1,066 billion yuan, ranking first among similar target ETFs. The Societe Generale Securities Research Report pointed out that in terms of individual stocks, as of January 6, about 95% of individual stocks in the market had not broken through previous highs. The industry, which has reached new heights, is mainly concentrated in a few segments and weighted sectors, including large financial weight represented by insurance, as well as some non-ferrous, chemical, petroleum and petrochemical, and building materials-related segments driven by the “price increase chain”, as well as military, machinery, and home appliance parts driven by themes such as commercial aerospace, robotics, and overseas travel. However, most industry segments, such as technological growth, consumption, and dividends, have yet to break through previous highs. The bank believes that there may still be structural opportunities in the market to be tapped. Wang Fangqun, deputy director of the West China Securities Research Institute, said that the current areas worth paying attention to include the commercial space sector, which has recently been very popular. Furthermore, in its eyes, artificial intelligence is the second main line of focus in the field of science and technology in 2026. In addition to the main line of technology, Wang Fangqun also pays great attention to investment opportunities in innovative drugs, new consumption, and non-ferrous metals. Investors can directly trade GEM 50 ETF through stock accounts or invest through linked funds.

Zhitongcaijing · 4d ago
On January 7, the three major A-share indices closed higher for half a day. The Shanghai index rose 0.29% to close to 4,100 points, and once again hit a new high of nearly 10 years; the GEM index rushed higher and fell. Affected by this, the GEM 50 ETF rose 0.32% to 1.578 yuan, with a turnover rate of 3.57% and a turnover of 1,066 billion yuan, ranking first among similar target ETFs. The Societe Generale Securities Research Report pointed out that in terms of individual stocks, as of January 6, about 95% of individual stocks in the market had not broken through previous highs. The industry, which has reached new heights, is mainly concentrated in a few segments and weighted sectors, including large financial weight represented by insurance, as well as some non-ferrous, chemical, petroleum and petrochemical, and building materials-related segments driven by the “price increase chain”, as well as military, machinery, and home appliance parts driven by themes such as commercial aerospace, robotics, and overseas travel. However, most industry segments, such as technological growth, consumption, and dividends, have yet to break through previous highs. The bank believes that there may still be structural opportunities in the market to be tapped. Wang Fangqun, deputy director of the West China Securities Research Institute, said that the current areas worth paying attention to include the commercial space sector, which has recently been very popular. Furthermore, in its eyes, artificial intelligence is the second main line of focus in the field of science and technology in 2026. In addition to the main line of technology, Wang Fangqun also pays great attention to investment opportunities in innovative drugs, new consumption, and non-ferrous metals. Investors can directly trade GEM 50 ETF through stock accounts or invest through linked funds.