ETF午评：通信设备ETF领涨2.92%，港股创新药ETF领跌2.7%

Market Overview - The three major A-share indices rose collectively in the morning session, with the Shanghai Composite Index up 0.11%, the Shenzhen Component Index up 0.26%, and the ChiNext Index up 0.31% [1] - The total market turnover reached 100.26 billion yuan, an increase of 53.8 billion yuan compared to the previous day, with over 2,900 stocks rising [1] Sector Performance - The leading sectors included military industry, diversified finance, solid-state batteries, and CPO concept stocks, while innovative drugs, oil and gas extraction, and complete vehicles saw declines [1] - In the ETF market, the Communication Equipment ETF (159583) led with a gain of 2.92%, followed by the Cloud 50 ETF (560660) with a 2.76% increase, and the Aerospace ETF (159227) up 2.65% [2] Notable Stocks - Nvidia's stock rose over 4%, reaching a record closing high with a market capitalization of approximately 3.77 trillion USD, surpassing Microsoft's 3.66 trillion USD, reclaiming the title of the world's highest market cap stock [2] - The Hong Kong Innovation Drug ETFs experienced declines, with the Hong Kong Innovation Drug ETF (159567) down 2.7%, and the Hong Kong Stock Connect Innovation Drug ETF (159570) down 2.55% [3][4]