Theme: 2024 Fund High-Quality Development Conference: Hundreds of big names gathered to discuss new investment opportunities
May 18bso88slot, Sina Finance 2024 Fund High-Quality Development Conference grandly kicks off! Regulators, top-class economists, more than 20 public fund leaders, nearly 100 fund managers, and nearly 30 popular financial and financial celebrities gathered in Pengcheng to talk about the development of the fund industry and new opportunities for fund investment!
Liang Xingshang, Assistant to the General Manager of Cathay Pacific Fund and Director of the Quantitative Investment Department, participated in the theme of "Investment Windvane-Looking for ETFs and Thematic Fundsbso88slot"New Opportunities for the Future" round-table dialogue shared views on ETF investment opportunities.
She said that we believe that the Shanghai Composite Index has a high probability of closing in on the annual line throughout the year. This judgment was realized in the first half of the year. Although it fell first, it rose again. Now we can almost look forward to the second half of the year. Looking forward to the second half of the year, we judge the probability of continuing to maintain dividends in the second half of the year. Based on this premise, we suggest in terms of product configuration: on the one hand, like the Shanghai Composite Index ETF, we have specific main lines, including the technology sector that has been optimistic since the beginning of the year, because we believe that artificial intelligence will continue to lead the market from last year to this year, including for a long time in the future, but in artificial intelligence, we most recommend focusing on communication ETFs; There are also biomedical innovative drugs, which we also recommend and pay attention to. We have the biomedical ETF and recently the synthetic biology 512290. In addition to these two directions that are closely integrated with new quality productivity, in the context of the Federal Reserve's interest rate cuts, we recommend that everyone invest in resource products, such as gold, nonferrous metals, etc.; There is also another direction. In April, a relatively large policy National Nine came out. The National Nine Guidelines talked about increasing the dividend rate. We plan up to 12 dividend plans every year to create a monthly dividend state-owned enterprise ETF. We think these are worthy of everyone's attention. direction.