Goldman Sachs: China's AI sector does not exhibit an overall bubble; three sub-sectors offer the greatest investment value.

① A senior strategist at Goldman Sachs recently stated that China's AI sector does not exhibit a systemic bubble, and recent market movements have brought valuations back to healthy levels; ② He is optimistic about investment opportunities in three sub-sectors: power supply chains, hardware infrastructure, and physical AI.

cls.cn11:54

Express News | The technology sector rebounded strongly, with the ChiNext Index surging 5.6% after opening higher and continuing to rise. The E Fund ChiNext ETF (159915) has recorded net inflows exceeding RMB 32 billion over the past month.

BreakingsAug 4 18:31

Express News | The computing power hardware sector experienced a collective pullback, while the ChiNext ETF by E Fund (159915) led all market ETFs in net weekly inflows.

BreakingsAug 3 12:51

Last week, ETFs recorded a net inflow of RMB 94.678 billion.

Gelonghui, August 3 | According to data from Tonghuashun iFinD, during the week of July 27–31, ETFs recorded a net inflow of RMB 94.678 billion overall, with equity ETFs seeing a net inflow of RMB 99.126 billion and broad-based ETFs recording a net inflow of RMB 91.857 billion. The top three ETFs by net inflows for the week were: E Fund ChiNext ETF (159915) with RMB 12.495 billion, ChinaAMC SSE STAR Market 50 ETF (588000) with RMB 10.241 billion, and ChinaAMC SSE STAR Market Semiconductor Materials & Equipment Theme ETF (588170) with RMB 10

Gelonghui FinanceAug 3 08:12

Guolian Minsheng: The August rally is imminent—this is another annual-grade buying opportunity.

GLONDS, August 2 — A research report by Guolian Minsheng Securities states: 'After the storm comes clear skies.' Historically, index-level rallies in China’s A-share market typically follow sharp declines, and August may once again validate this pattern—investors should be bold now. In July, major indices, particularly growth stocks, experienced one of their most significant historical drawdowns, fueling widespread pessimism and a consensus view that the market has entered a bear phase. However, our perspective is entirely opposite. According to our market-timing framework, the current environment presents another annual-scale beta opportunity. Three reasons support our bullish stance: the market has adjusted sufficiently; high-volatility selloffs inevitably lead to V-shaped recoveries; and previously divergent market structures have now rebalanced. 1) Magnitude of market correction

Gelonghui FinanceAug 2 18:33

Record-Breaking Bargain Hunting Returns! Your Latest ETF Quick Reference Guide Is Here

welcomes a brand-new 'species'—active ETFs

Gelonghui FinanceAug 2 10:11