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2024-12-13 05:39:28

Fourth, China's Internet ETFExperts generally believe that many factors that suppress the Internet industry are improving marginally. Although the specific improvement factors are not specified in detail, it can be speculated that they include positive factors such as policy support and warmer market demand.I am a practical person. I have always been optimistic about Hong Kong stocks, and my words and deeds are consistent. Let's see if it can be reversed this time.


Sixth, world internet conference opportunityV. Valuation Analysis of China Stock Exchange in 2024At the meeting held on December 9, 2024, the decision-makers pointed out that a more active fiscal policy and a moderately loose monetary policy will be implemented next year. This policy combination is the first time in the history of the Politburo meeting.


A series of unexpected statements, such as more active fiscal policy, unconventional countercyclical adjustment, moderately loose monetary policy, stabilizing the property market and stock market, and vigorously boosting consumption, have detonated the market.Internet ETF mainly invests in the underlying index constituent stocks and alternative constituent stocks, and its risk-return characteristics are similar to those of market portfolio represented by the underlying index.In short, from the valuation point of view, the stock market is attractive for investment this year and next, especially when the P/E ratio of Hang Seng Technology Index is at a historically low level. At the same time, considering the marginal improvement of domestic and international economic environment and policy support, the long-term investment value of China Stock Exchange has been recognized by the market. Investors can pay attention to head companies with large market capitalization and sectors that are differentiated and complementary to A-shares, so as to obtain better return on investment.

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