ETF基金日报丨通信相关ETF昨日领涨，机构：通信板块仍存在结构性机会

Market Overview - The Shanghai Composite Index rose by 0.28% to close at 3352.0 points, with a daily high of 3359.73 points [1] - The Shenzhen Component Index increased by 0.93% to close at 10197.66 points, reaching a high of 10222.81 points [1] - The ChiNext Index saw a rise of 1.65%, closing at 2029.45 points, with a peak of 2036.1 points [1] ETF Market Performance - The median return of stock ETFs was 0.58%, with the highest return from the Huaxia ChiNext 50 ETF at 2.82% [2] - The top-performing industry index ETF was the Yongying Guozheng Commercial Satellite Communication Industry ETF, yielding 2.73% [2] - The top strategy index ETF was the Huaxia ChiNext Low Volatility Value ETF, returning 1.33% [2] - The best-performing thematic index ETF was the Fuguo CSI Communication Equipment Thematic ETF, which achieved a return of 4.36% [2] ETF Performance Rankings - The top three ETFs by return were: - Fuguo CSI Communication Equipment Thematic ETF (4.36%) - Guotai CSI All-Share Communication Equipment ETF (3.9%) - Yinhua CSI 5G Communication Thematic ETF (3.21%) [5] - The three ETFs with the largest declines were: - Huaan CSI Shanghai-Hong Kong Gold Industry Stock ETF (-1.94%) - Yongying CSI Shanghai-Hong Kong Gold Industry Stock ETF (-1.79%) - ICBC Credit Suisse CSI Shanghai-Hong Kong Gold Industry Stock ETF (-1.74%) [6] ETF Fund Flows - The top three ETFs by fund inflow were: - Huaxia SSE 50 ETF (inflow of 1.471 billion) - Huatai-PB CSI 300 ETF (inflow of 622 million) - Huaxia SSE Sci-Tech Innovation Board 50 ETF (inflow of 620 million) [8] - The three ETFs with the largest outflows were: - Huaxia CSI Robot ETF (outflow of 416 million) - Huaxia SSE Sci-Tech Innovation Board Comprehensive ETF (outflow of 349 million) - Huaan ChiNext 50 ETF (outflow of 337 million) [10] ETF Margin Trading Overview - The top three ETFs by margin buying were: - Huaxia SSE Sci-Tech Innovation Board 50 ETF (554 million) - Huatai-PB CSI 300 ETF (364 million) - Guotai CSI All-Share Securities Company ETF (223 million) [11] - The highest margin selling amounts were: - Southern CSI 1000 ETF (39.97 million) - Huatai-PB CSI 300 ETF (21.88 million) - Southern CSI 500 ETF (16.99 million) [12] Institutional Insights - Everbright Securities noted that the communication sector still presents structural opportunities, with the long-term logic of operators remaining valuable and certain growth segments showing positive prospects [13] - Galaxy Securities suggested that the communication and new infrastructure sectors are likely to see upward revisions in expectations, driven by policies like Digital China and the continuous emergence of new AI applications [14]