When will the infrastructure fund go up?

According to the normal trend of the stock market in the past, after the Spring Festival holiday every year, all walks of life started work one after another, and infrastructure projects entered the peak season. From the second half of the first quarter to the first half of the second quarter, infrastructure funds usually have a wave of market. Although it is impossible to predict the specific time, the potential of new infrastructure is still relatively large.

1. What funds are worthy of attention in traditional infrastructure and new infrastructure?

Traditional infrastructure funds mainly include CITIC Shanghai and Shenzhen Infrastructure Index LOF( 165525), Guangfa Shanghai and Shenzhen Infrastructure Index A(005223) and Guangfa Shanghai and Shenzhen Infrastructure Index C(005224). Prudential CSI is a LOF fund, which can be purchased on or off the market. With regard to new infrastructure, many people have been asking what is new infrastructure recently. There are seven: 5G base stations, UHV, intercity high-speed rail and urban rail transit, new energy vehicle charging piles, big data centers, artificial intelligence and industrial Internet. In terms of fund investment, considering that there are no theme funds in some sectors, we can focus on 5G and new energy at present.

Second, what are the funds for 5G and new energy?

The 5G funds include: Huaxia CSI 5G communication theme ETF(5 15050), Huaxia CSI 5G communication theme ETF connection A(008086), Huaxia CSI 5G communication theme ETF connection C(008087) and Yin Hua CSI 5G communication theme ETF( 159994). New energy funds include: Guo Fu CSI New Energy Vehicle Index Classification (16 1028), Shenwan Lingxin New Energy Vehicle Hybrid (001kloc-0/56), Huitianfu CSI New Energy Vehicle A(50 1057) and Jiashi New Energy New Materials.

Summary: Traditional infrastructure is a cyclical industry, and some bands can be made. However, compared with new infrastructure, I suggest you choose new infrastructure, especially new infrastructure-related theme funds represented by 5G and new energy.