Finally seeing some movement in #FOTO, which indicates that the optical communication sector is starting to gain some traction.
Let me break down a few ETFs in the optical communication space for you; regular folks shouldn't gamble on individual stocks, buying funds is a smarter play.
If you have a US stock account, the simplest move is to go ahead and buy $FOTO. If you don’t have a US account, the A-shares market is also a solid option, especially since Yi Zhongtian skyrocketed before.
In the realm of actively managed funds, I think two are quite representative:
1. #Xinao Performance-Driven Mixed Fund, with about 57% allocation in optical communication!
It has a pretty balanced coverage and is a pure optical communication fund.
2. #Caitong Growth Preferred Mixed Fund, which has around 53% in optical communication, also quite significant. If we include the related supply chain, the overall optical communication concentration can reach nearly 63%!
As for the ETFs, currently, the one with the highest concentration in optical communication is #Communication ETF Guotai (515880); there’s no disputing that, right?
Its optical communication concentration is around 46%-50%, which is already very high for a passive ETF.
The biggest advantage is that it doesn’t rely on a fund manager’s stock picks, so you don’t have to worry about style shifts. If you believe in the optical communication industry long-term, you can keep tracking this direction!
Monkey Brother already built a position in #Communication ETF Guotai (515880) yesterday.
If you like dollar-cost averaging, go for the actively managed funds. If you prefer a hands-off approach and want to track industry logic over the long haul, I lean more towards the ETFs.
How you choose depends on your needs; this is just for reference!
Let me break down a few ETFs in the optical communication space for you; regular folks shouldn't gamble on individual stocks, buying funds is a smarter play.
If you have a US stock account, the simplest move is to go ahead and buy $FOTO. If you don’t have a US account, the A-shares market is also a solid option, especially since Yi Zhongtian skyrocketed before.
In the realm of actively managed funds, I think two are quite representative:
1. #Xinao Performance-Driven Mixed Fund, with about 57% allocation in optical communication!
It has a pretty balanced coverage and is a pure optical communication fund.
2. #Caitong Growth Preferred Mixed Fund, which has around 53% in optical communication, also quite significant. If we include the related supply chain, the overall optical communication concentration can reach nearly 63%!
As for the ETFs, currently, the one with the highest concentration in optical communication is #Communication ETF Guotai (515880); there’s no disputing that, right?
Its optical communication concentration is around 46%-50%, which is already very high for a passive ETF.
The biggest advantage is that it doesn’t rely on a fund manager’s stock picks, so you don’t have to worry about style shifts. If you believe in the optical communication industry long-term, you can keep tracking this direction!
Monkey Brother already built a position in #Communication ETF Guotai (515880) yesterday.
If you like dollar-cost averaging, go for the actively managed funds. If you prefer a hands-off approach and want to track industry logic over the long haul, I lean more towards the ETFs.
How you choose depends on your needs; this is just for reference!