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ETF基金日报丨动漫游戏相关ETF涨幅居前,机构:传媒和游戏行业正迎来AI应用爆发元年
Sou Hu Cai Jing·2025-05-23 03:41

Market Overview - The Shanghai Composite Index fell by 0.22% to close at 3380.19 points, with a high of 3390.59 points during the day [1] - The Shenzhen Component Index decreased by 0.72% to 10219.62 points, reaching a peak of 10283.29 points [1] - The ChiNext Index dropped by 0.96% to 2045.57 points, with a maximum of 2065.41 points [1] ETF Market Performance - The median return of stock ETFs was -0.52% [2] - The highest performing scale index ETF was the Huaxia ChiNext Composite ETF with a return of 0.46% [2] - The highest performing industry index ETF was the China Securities Bank ETF with a return of 1.02% [2] - The highest performing strategy index ETF was the Jiashu CSI 300 Dividend Low Volatility ETF with a return of 0.57% [2] - The highest performing theme index ETF was the Huaxia Taibai CSI Animation Game ETF with a return of 2.21% [2] ETF Performance Rankings - The top three ETFs by return were: - Huatai Bairui CSI Animation Game ETF (2.21%) - Huaxia CSI Animation Game ETF (2.01%) - Guotai CSI Animation Game ETF (1.84%) [5] - The top three ETFs by decline were: - China Merchants CSI Battery Theme ETF (-2.24%) - Penghua SSE Sci-Tech Innovation Board New Energy ETF (-2.21%) - ICBC Credit Suisse National 2000 ETF (-1.95%) [6] ETF Fund Flows - The top three ETFs by fund inflow were: - Fuguo CSI Military Leading ETF (¥199 million) - Huabao CSI Bank ETF (¥154 million) - Guolian An CSI All-Index Semiconductor Products and Equipment ETF (¥143 million) [8] - The top three ETFs by fund outflow were: - Yinhua CSI Innovative Drug Industry ETF (¥219 million) - E Fund SSE 300 Medical and Health ETF (¥183 million) - Huaxia CSI 1000 ETF (¥149 million) [10] ETF Margin Trading Overview - The top three ETFs by margin buying were: - Huaxia SSE Sci-Tech Innovation Board 50 Component ETF (¥414 million) - Guolian An CSI All-Index Semiconductor Products and Equipment ETF (¥168 million) - Huabao CSI Medical ETF (¥161 million) [11] - The top three ETFs by margin selling were: - Southern CSI 1000 ETF (¥16.42 million) - Southern CSI 500 ETF (¥14.58 million) - Huatai Bairui SSE 300 ETF (¥12.55 million) [13] Institutional Insights - According to招商证券, Tencent's first-quarter report showed a strong growth of over 20% in its gaming business, indicating a positive outlook for the gaming sector [14] - 兴业证券 highlighted that the media and gaming industries are entering a year of explosive AI application, with domestic models closing the gap with top overseas models [14]