ETF复盘0606｜沪指尾盘逆袭翻红，半导体板块强势吸金

Market Overview - On June 6, A-shares showed mixed performance with the Shanghai Composite Index rising by 0.04% while the Shenzhen Component Index and the ChiNext Index fell by 0.19% and 0.45% respectively, with approximately 2,600 stocks in the market gaining [1] - The total trading volume in the Shanghai and Shenzhen markets was 11,520.19 billion RMB, indicating a decrease compared to the previous trading day [2] Sector Performance - The non-ferrous metals sector led the gains with an increase of 1.16%, followed by telecommunications at 1.00% and oil and petrochemicals at 0.88%. Conversely, the beauty and personal care sector saw a decline of 1.70%, textiles and apparel fell by 1.18%, and food and beverage dropped by 0.92% [7] Investment Highlights Semiconductor Sector - The semiconductor sector is experiencing significant interest due to the merger of two leading computing companies, which has sparked investment in semiconductor ETFs. The semiconductor ETF (159813) saw a net subscription of over 250 million units on June 6 [8] - The long-term growth potential of the semiconductor industry is highlighted by the increasing demand for AI-driven computing chips and the trend towards domestic substitution in China, benefiting areas such as IP licensing and advanced packaging [8] Pharmaceutical Sector - The ASCO annual meeting showcased numerous innovative research outcomes from local Chinese companies, particularly in the fields of PD-1 monoclonal antibodies and ADCs, with over 70 original research presentations from Chinese researchers [9] - The Chinese innovative drug sector is entering a period of explosive growth in licensing agreements, driven by improved R&D capabilities and increased trust from international pharmaceutical companies [9]