Sailing at 3600 points: ETF leads a new wave of equity investment

1. Market Milestone: Index Breakthrough and Capital Resonance
In July 2025, the Shanghai Composite Index broke through 3500 points strongly after three years, laying a solid foundation for the challenge of 3600 points. The market is active, with growth-type ETFs performing well. The Rare Earth ETF (516780) saw a weekly increase of over 10%, while the Hong Kong Securities ETF (513090) reached a historic high, reflecting optimistic expectations for policy dividends and industrial upgrades. The Bank ETF (512800) had a net inflow of nearly 1.1 billion in a single week, with its high dividend characteristics favored by long-term funds, making it an important force in the index's efforts.
2. ETF: The core tool for efficiently positioning at 3600 points.
Comprehensive coverage: from broad-based (with a weekly inflow of 2.478 billion for the Sci-Tech Innovation 50 ETF) to sectors (with photovoltaic and computing power ETFs leading the way), ETFs offer diverse track options.
Capital Wind Indicator: This week, the ETF market saw a net inflow of 15.3 billion, with cross-border ETFs attracting 4.2 billion. Growth sectors such as semiconductors and robotics are experiencing a rush of funds, highlighting structural opportunities.
New Heights in Scale: Huatai-PB ETF management scale exceeds 500 billion, with significant industry leader effects, providing investors with high liquidity allocation tools.
3. 3600-point strategy: Grasp the three main lines
Policy-driven: Focus on rare earths, real estate ETFs benefiting from the "anti-involution" policy, and sectors like fintech that are gaining from reform dividends.
Growth Track: Robot ETF (562500) trading volume exceeds 400 million, with clear long-term logic in hard technology directions such as photovoltaics and semiconductors.
Stable allocation: banks, low-volatility dividend ETFs (512890 with a weekly inflow of 965 million) provide both valuation safety margins and dividend yields, suitable for balanced portfolio 2.
Conclusion: 3600 points is not the end point, but a new starting point for the long-term improvement of the equity market. Use ETFs to seize opportunities from industrial upgrades and policies, making investments more efficient and at ease! #AllInDoge
#ETH突破3600# #Gate 2025 Q2报告出炉# #Gate广场创作者星火计划# #2025你关注哪些赛道？#