9连阳！“光模块+CXO+光伏”齐传利好，硬科技宽基——双创龙头ETF（588330）劲涨2.56%上探年内高点

Market Performance - The ChiNext Index rose by 1.86% and the Sci-Tech Innovation Index increased by 1.78%, with the Double Innovation Leader ETF (588330) showing high elasticity, surging by 2.56% to reach a year-to-date high of 0.640 yuan, marking a nine-day consecutive gain [1] Sector Performance - Major stocks in the optical module sector led the gains, with Tianfu Communication rising over 13%, Zhongji Xuchuang increasing by more than 9%, and Xinyi Sheng up over 8% [3] - The pharmaceutical and biological sector also saw significant increases, with Tigermed up over 8%, and Zhifei Biological and Kanglong Chemical both rising by over 6% [3] - The photovoltaic sector performed well, with Daqo New Energy increasing by over 5% and Trina Solar rising by more than 4% [3] Fund Flow - Significant capital inflow was observed in the Double Innovation direction, with net inflows of 12.596 billion yuan in electronics, 8.284 billion yuan in pharmaceuticals, 7.267 billion yuan in communications, and 3.748 billion yuan in power equipment, ranking as the top four among 31 first-level industries [4][6] Industry Highlights - In the optical module sector, the Shanghai Municipal Economic and Information Commission issued measures to expand AI applications, which may have catalyzed the surge in major optical module stocks [7] - In the pharmaceutical sector, three major positive factors were noted: WuXi AppTec's strong performance boosting the CXO sector, a major business development deal by Hengrui Medicine, and favorable policies from the National Medical Insurance Administration [7] - In the power equipment sector, the photovoltaic industry is becoming a representative sector against "involution," with initial success in price adjustments across the supply chain [7] Investment Outlook - Future market trends suggest a focus on "rotation and rebound," with growth sectors expected to follow cyclical sectors. The technology (AI, chips) and new energy sectors are anticipated to regain cost-effectiveness [8] - The Double Innovation Leader ETF (588330) is highlighted for its characteristics: diversified cross-market allocation, a focus on strategic emerging industries, and high elasticity for capturing technology market trends [8]