ETF投资周报 | 五月强势开局，军工板块异军突起，相关ETF全线大涨

Market Overview - The A-share market has started May with strong momentum, with the Shanghai Composite Index rising nearly 2% for the week and closing above 3300 points [1] ETF Performance - The military industry sector has shown significant growth, with related ETFs such as general aviation, military, high-end equipment, and national defense all ranking high in terms of weekly gains [2][3] - Over 1100 ETFs recorded positive returns this week, with a median market increase of 1.81%, indicating a notable uptick compared to the pre-May Day period [3] Top Performing ETFs - The top-performing ETF this week was the General Aviation ETF (159378), which saw a weekly increase of 6.48%. Notable stocks within this ETF, such as Aerospace Rainbow, experienced gains exceeding 14% [4][5] - Other ETFs related to the military sector, including the Military Leader ETF and High-End Equipment ETF, also reported weekly gains exceeding 5% [5] Communication Sector - The Communication ETF (515880) achieved a weekly increase of 6.14%, primarily driven by a rebound in the optical communication sector, with leading stocks like Zhongji Xuchuang and Tianfu Communication seeing substantial rises [5] Declining Sectors - The Hong Kong innovative drug sector has experienced significant volatility, with several ETFs related to this sector appearing on the weekly decline list [6] - The largest decline was seen in the NASDAQ Biotechnology ETF (513290), which fell by 4.93%, followed closely by the S&P Biotechnology ETF (159502) with a drop of 4.86% [7][8]