As a benchmark for institutional investment, ETF can not only solve the problem of difficult selection of stocks , but also reduce the risk of overall asset collapse caused by the collapse of individual stocks. In recent years, it has been favored by more and more investors. In this year's wave of seesawing market conditions, there is also a trend of "buying more as it falls". According to statistics, as of May 5, there are 581 stock ETF products in the market. Fund shares have increased by 179.5 billion this year. Calculated based on the average transaction price in the range, the net inflow of funds this year has reached 173.728 billion yuan!
ETFs are still continuing to expand, and this week we welcomed a heavyweight newcomer: the first batch of Science and Technology Innovation Board industry theme ETFs- Harvest Science and Technology Innovation Information Technology ETF (subscription code 588103) was launched on May 9 - Released on May 13th. The market is paying close attention to this new ETF variety. On the one hand, the industry currently lacks investment tools focusing on the "hard technology" of the Science and Technology Innovation Board. Those that seize the opportunity, such as the Harvest Science and Technology Innovation ETF, can be said to be scarce resources and occupy first-mover advantages; at the same time, it is also conducive to improving the "hard technology" of the Science and Technology Innovation Board. The agglomeration effect and demonstration effect of "technology" have injected vitality into the development of the Science and Technology Innovation Board and the companies listed on the Science and Technology Innovation Board. On the other hand, it is said that "funds are easy to build but not easy to launch." Issuing funds when the market sentiment is depressed is also a good time to sow seeds at a low level.
Since the investment value of Kechuang Information Technology ETF is so high, many friends are concerned about how to play it? Since ETF is a basket of high-quality stocks that combines the advantages of base opening and base closing, it can be used for long-term thematic investment, or for short-term selling high and buying low like stocks. Harvest Science and Technology Information Technology ETF is no exception. It is also a variety that is suitable for both long-term holding and short-term investment.
1. Buy at low price and hold for a long time.
"Technology is the primary productive force". Industrial Securities research report pointed out that in the long term, China is in a new round of science and technology cycle, and the hard power of science and technology innovation and profitability will become the dominant force in the "future core assets" market. The Science and Technology Innovation Board is expected to provide China's rights and interests. Asset creates new opportunities. As the sector with the highest proportion in the Science and Technology Innovation Board, the new generation information technology sector continues to receive policy dividends and the trend of localization substitution continues. It is not only an important part of new infrastructure and stable growth, but also conforms to the country’s policy guidance of long-term equity investment. It should focus on focus on.
The Science and Technology Innovation Information Index tracked by Harvest Science and Technology Technology ETF is the first industry index on the Science and Technology Innovation Board. It deeply covers the leaders in the hard technology track. The top ten heavyweight stocks bring together chip manufacturing, software services, memory interfaces, and etching. "Leader" in equipment and other subdivisions, with outstanding mid- and long-term investment value.
At present, the Shanghai Stock Exchange Science and Technology Innovation Board New Generation Information Technology Index has fallen below the base point. As of April 29, 2022, the price-to-earnings ratio (TTM) of the Shanghai Stock Exchange Science and Technology Innovation Board New Generation Information Technology Index was 44.43, which is at a historical low of 2.30% in the statistical interval. Supported by the relatively high performance growth rate and the recent market correction, the valuation level of the Shanghai Stock Exchange Science and Technology Innovation Board's New Generation Information Technology Index has continued to fall. As the new generation of information technology strategic emerging industries, as a national strategic direction and an important driver of economic growth, periodic corrections may gradually bring better opportunities for attention, and the value of layout is highlighted.
And compared with most indexes that adjust their sample stocks every six months, the Science and Technology Information Index "metabolizes" more frequently. It adjusts its sample stocks every quarter to ensure the purity of the "bloodline" of Science and Technology Hard Technology, and also It is suitable for long-term holding by investors who want to share the "hard technology" of the Science and Technology Innovation Board.
2, short-term swing, test skills
ETF's efficient trading method makes the liquidity of fund shares better than other index funds , and the transaction fees of ETFs in the secondary market are the same as ordinary stocks, plus ETFs do not charge stamp duties. Fund dividends and spread income are not subject to income tax. Therefore, investors can use ETFs to perform band operations by taking advantage of the above advantages.
For fund investment, "what you save is what you make." For example, the management fee of Harvest Science and Technology Information Technology ETF is 0.5%, and the custody fee is 0.1%. Compared with the management fee of active fund , which is 1.5%, ETF fees are low.
In addition, because ETFs have special physical subscription and redemption mechanisms, investors can instantly complete reverse operations in the primary and secondary markets to achieve low-risk arbitrage. Friendly reminder from
: Although ETF management fees and transaction fees are low, they reduce the transaction costs of short-term investors' frequent subscriptions and redemptions or secondary market transactions. However, short-term investment in will consume a lot of energy, affect emotions and status, and is a test of investment level. It is not something that ordinary people can control. It is still necessary to make a comprehensive evaluation before deciding whether to participate.
