7月25日早盘，金融科技板块出现集体大涨，财富趋势涨停，指南针涨超11%，同花顺涨超10%，金证股份涨超7%，大智慧、东方财富、汇金科技涨超6%。
行业代表ETF——金融科技ETF（代码：159851）高开高走，截至午间收盘，该ETF场内价格大涨超过3.5%，最高涨幅为3.66%。
消息面上，高层会议提出了要活跃资本市场和提振投资者信心的目标。
长城证券指出，由于市场波动的影响，券商板块业绩在第二季度可能修复力度不及预期。从交易层面来看，金融板块仍具备战略配置窗口，尤其是在金融AI领域。
东方证券指出，金融科技在创新创业板块之后是发展最快的应用领域之一。
在2022年，受政策引导和行业需求的双重驱动，金融科技将逐步从管理办公系统和一般业务系统深入到核心业务系统。
金融科技按照“先试点，后全面”的技术推广路线，预计在完成两期试点之后，将扩大规模至全行业的5000余家机构，试点范围将从大型银行、证券、保险等机构渗透到中小型金融机构，并进入全面推广阶段。
数据显示，金融科技ETF（159851）所跟踪的中证金融科技主题指数的第一大行业权重为计算机，约占80%比重，涵盖了数字经济、ChatGPT、创新创业、金融IT等热门主题。
该ETF的第二大行业权重为非银金融（券商），超过10%比重，其中成份股主要是互联网券商。
该指数在多次反弹中表现出色，自2019年以来一直领先于主流宽基指数。
风险提示：金融科技ETF passively tracks the CSI Financial Technology Theme Index. The base date of the index is June 30, 2014, and it was published on June 22, 2017. The constituents of the index are adjusted according to the index compilation rules from time to time.
The constituents of the index shown in the article are for demonstration purposes only and the descriptions of individual stocks do not constitute any form of investment advice, nor do they represent the holding information and trading trends of any funds under the management of the issuer.
The risk level evaluation of this fund by the fund manager is R3 - medium risk, suitable for investors with a suitability rating of C3 or above.
Any information presented in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, any form of expression, etc.) is for reference only, and investors are responsible for any investment decisions made independently.
Furthermore, any opinions, analyses, and forecasts in this article do not constitute any form of investment advice to the readers, and the fund manager is not responsible for any direct or indirect losses caused by the use of the content of this article.
Fund investment involves risks, and past performance of a fund does not guarantee its future performance. The performance of other funds managed by the fund manager does not constitute a guarantee of fund performance. Investors should be cautious in fund investment.