ETF投资周报丨市场风格转向科技成长，人工智能相关ETF强势领涨

Market Overview - In the first week of June, the A-share market experienced a strong upward trend, with the Shanghai Composite Index rising by 1.13% to close at 3385.36 points, indicating a potential challenge to the 3400-point mark in the following week [1] - Over 1000 ETF products achieved positive returns, with a median market increase of approximately 1.32%, showing a significant improvement compared to previous weeks [2] ETF Performance - The leading sectors this week were artificial intelligence and Hong Kong pharmaceutical ETFs, with the top performer being the Huabao AI ETF (159363), which saw a weekly increase of 6.57% [2] - Other AI-related ETFs also performed well, with several exceeding a 6% increase [2] - The Hong Kong Innovation Drug ETF (159316) recorded a weekly increase of 6.47%, ranking second in the ETF performance list [7] Key Stocks and Trends - The Huabao AI ETF's major holdings include leading companies in computing power such as Xinyi Technology and Zhongji Xuchuang, with Xinyi Technology experiencing a weekly increase of 13% [5] - The South Korea-China Semiconductor ETF (513310) surged by 6.37%, benefiting from positive market sentiment following the new South Korean president's optimistic outlook on the market [7] Underperforming Sectors - Consumer-related ETFs showed overall weak performance, with the Bay Area ETF (512970) declining by 2.21%, marking the largest drop among ETFs this week [9] - Other consumer ETFs, including automotive and household appliance ETFs, also reported declines exceeding 1% [12][13]