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This morning, almost all A-share industry ETFs closed down. On the QDII side, NASDAQ index-related ETFs performed outstandingly, with half-day gains of around 1%. Among them, the half-day transaction volume of the Nasdaq ETF (159941) reached as high as 3%.millenuitsbaccarat.27 billion yuan.
From the perspective of investment logic, there is a Matthew effect in the technology industry, and the InternetmillenuitsbaccaratThe Matthew effect is not limited to the user level, but also inherits in innovation. The current Internet giants are important participants in the next wave. With the release of GPT-4, AIGC's application scenarios are expected to truly open. Microsoft has released Microsoft 365 Copilot. GPT-4 technology has fully empowered commonly used office scenarios such as PPT, WORD, and EXCEL. The performance of Microsoft's office products and services is expected to be greatly improved. Its Office products are expected to become the first batch of large-scale overseas implementation scenarios., and provide a strong demonstration effect for many products and applications.
The macroeconomic expectations of the United States are improving, and the Federal Reserve is expected to launch a precautionary interest rate cut, and industries such as technology, finance, and real estate are expected to benefit; referring to the historical monetary policy cycle, the technology industry benefits more from industrial trends and technological progress than interest rate cuts. In 2024, the technology industry is expected to achieve good performance under the resonance of the interest rate cut cycle and the trend of the generative AI industry.
Comments: The Nasdaq 100 Index ETF (159513) rose 1.5 percent this morningmillenuitsbaccarat.14%, with a scale of 4.152 billion copies and a half-day transaction volume of 98.0507 million yuan. It tracks the Nasdaq 100 index. ETFs that track the index also include Nasdaq ETF (513300), Nasdaq ETF (159632) and others. Among them, the Nasdaq ETF (159941) has the largest scale, reaching 19.764 billion, and the half-day transaction volume reached 327 million yuan today.
The Nasdaq 100 Index covers industries from technology to health care, and from consumer goods and services to industry. With good profitability and growth capabilities, the top ten important stocks in the index include Microsoft, Apple, Amazon, Google, Nvidia and Tesla, gathering leading American technology companies.
A list of high-cap stocks in the Nasdaq 100 Index
