The ChiNext Index breaks through short-term fluctuations, and its medium- to long-term growth potential remains intact.

(Source: 财闻)

          The conflict between the U.S. and Iran temporarily disrupts market sentiment in the short term, but the ChiNext Index firmly holds onto the medium- and long-term growth main theme. Powered by a two-wheel drive of optical modules + energy storage, the logic supporting the outlook is solid.            

In recent days, the ChiNext Index has demonstrated strong resilience: it first refreshed a new stage high, then quickly pulled back in response to fluctuations in market sentiment, and then rebounded strongly again by leveraging high-visibility, high-growth sectors. As of 14:50 on March 25, the ChiNext Index was up 1.97%, closing at 3,315 points. Among the top ten weight stocks, JCIJingchuang (300308.SZ) and Tianfu Communications (300394.SZ) rose more than 4%; CATL (300750.SZ), Sungrow Power Supply (300274.SZ), Shenghong Technology (300476.SZ), and Inovance Technology (300124.SZ) also moved up in tandem. Short-term volatility in the ChiNext Index has not changed its medium-term upward trend, as capital continues to build positions in core growth sectors.

The conflict between the U.S. and Iran temporarily disrupts market sentiment in the short term, but the ChiNext Index firmly holds onto the medium- and long-term growth main theme. With the two-wheel drive of optical modules + energy storage, the logical foundation is solid. On the one hand, energy security and “computing-and-power coordination” reshape value: the conflict in the Middle East has increased the importance that countries attach to energy security, the new energy industry chain has entered a strategic repricing, and in the energy storage sector, continued high-level operating conditions are maintained under the drivers of subsidy policies and robust overseas demand growth. On the other hand, the surge in AI compute capacity drives upgrades in optical communications. A rapid increase in global demand for compute capacity, combined with accelerated domestic network infrastructure buildout, keeps the optical module sector benefiting continuously. The OFC conference and NVIDIA (NVDA.US) GTC conference further reinforce expectations for fast growth of 800G/1.6T products.

To capture medium- and long-term growth opportunities in the ChiNext, you may consider the ChiNext ETF by E Fund (159915). This ETF covers core leaders in the optical module and energy storage sectors, capturing precisely the growth dividends from the two themes. At the same time, it has the core advantages of the largest scale, the best liquidity, and the lowest fee rate. Its latest total size is RMB 1.6T, and its management fee rate is only 15 BP, helping investors make a one-click, low-cost allocation to core ChiNext assets.

A large volume of news and precise analysis—available on the Sina Finance APP