Group 1 - The core viewpoint of the articles highlights the significant performance of innovative drug and gold-themed ETFs, driven by geopolitical tensions and supportive government policies for technology enterprises [1][4][6] - A total of 139 ETFs recorded a growth rate exceeding 1%, with 18 ETFs surpassing 6% growth. The top performers were innovative drug ETFs, with the leading ones showing growth rates of 9.02% and 9.01% [2][3] - The COMEX gold price increased by 5.35%, while London gold saw a rise of 4.86%. Despite potential short-term adjustments, long-term demand for gold as an inflation hedge and safe haven is expected to support its price [5] Group 2 - Significant inflows were observed in defense and military ETFs, with several funds attracting over 1 billion yuan in net inflows. Notably, the Huaxia and Fortune military ETFs saw inflows exceeding 9 billion yuan [6][8] - The recent government policies aimed at enhancing credit support for technology enterprises are expected to benefit the Sci-Tech 50 ETF, which has also attracted significant investment [9] - The upcoming ASCO annual meeting is anticipated to showcase innovative drug research results from leading companies, further influencing the market dynamics in the pharmaceutical sector [3][4]
创新药、黄金主题ETF大涨!国防军工ETF获资金加仓
Sou Hu Cai Jing·2025-05-25 12:45