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人工智能ETF领涨,机构:看好算力需求爆发丨ETF基金周报
2 1 Shi Ji Jing Ji Bao Dao·2025-07-21 03:27

Market Overview - The Shanghai Composite Index rose by 0.69% to close at 3534.48 points, with a weekly high of 3536.01 points [1] - The Shenzhen Component Index increased by 2.04% to 10913.84 points, reaching a high of 10946.4 points [1] - The ChiNext Index saw a rise of 3.17%, closing at 2277.15 points, with a peak of 2296.91 points [1] - In global markets, the Nasdaq Composite Index increased by 1.51%, while the Dow Jones Industrial Average fell by 0.07% and the S&P 500 rose by 0.59% [1] - The Hang Seng Index in the Asia-Pacific region rose by 2.84%, and the Nikkei 225 Index increased by 0.63% [1] ETF Market Performance - The median weekly return for stock ETFs was 1.32% [2] - The highest weekly return among scale index ETFs was 5.35% for the Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Comprehensive Enhanced Strategy ETF [2] - The highest return in industry index ETFs was 7.15% for the Guangfa National Communication ETF [2] - The top-performing thematic index ETF was the Fuguo ChiNext Artificial Intelligence ETF, with a return of 10.95% [2] ETF Liquidity - Average daily trading volume for stock ETFs increased by 4.9%, while average daily turnover rose by 13.6% [7] ETF Fund Flows - The top five stock ETFs with the highest inflows included the Huaxia CSI Animation Game ETF with an inflow of 690 million yuan [10] - The top five stock ETFs with the highest outflows included the Huaxia Shanghai Stock Exchange Science and Technology Innovation Board 50 Component ETF, which saw an outflow of 391 million yuan [11] ETF Financing and Margin Trading - The financing balance for stock ETFs decreased from 41.396 billion yuan to 41.057 billion yuan [12] - The highest financing buy amount was 646 million yuan for the Huaxia Shanghai Stock Exchange Science and Technology Innovation Board 50 Component ETF [12] ETF Market Size - The total market size for ETFs reached 45,347.71 billion yuan, with stock ETFs accounting for 30,953.21 billion yuan [15] - Stock ETFs represented 80.4% of the total number of ETFs and 68.3% of the total market size [17] ETF Issuance and Establishment - No new ETFs were issued last week, but ten new ETFs were established, including the Jiashi CSI All-Index Securities Company ETF and the Huaxia Shanghai Stock Exchange Intelligent Selection Science and Technology Innovation Board Value 50 Strategy ETF [18] Institutional Insights - Everbright Securities highlighted the explosive growth potential for computing chips and data centers driven by rapid advancements in artificial intelligence [18] - Industrial Securities expressed optimism regarding the surge in demand for computing power and innovations in edge AI hardware [18]