ETF盘前资讯|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

Core Viewpoint - 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] Group 1: Stock 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] - In the biopharmaceutical sector, Tigermed rose over 8%, while Zhifei Biological and Kanglong Chemical both increased by more than 6% [3] - The photovoltaic sector also performed well, with Daqo New Energy up over 5% and Trina Solar rising by more than 4% [3] Group 2: Fund Inflows - Significant capital inflows were observed in the Double Innovation direction, with net inflows of 12.596 billion yuan in electronics, 8.284 billion yuan in biopharmaceuticals, 7.267 billion yuan in communications, and 3.748 billion yuan in electric power equipment [3][5] - The top four industries in the Double Innovation Leader ETF (588330) by weight as of the end of June were electronics (38.1%), electric power equipment (21.5%), communications (13.9%), and biopharmaceuticals (12.8%) [4] Group 3: Market Drivers - 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 optical module stocks [7] - In the biopharmaceutical sector, three major positive factors were identified: WuXi AppTec's soaring performance, major business development agreements, and favorable policies from the National Medical Insurance Administration [7] - In the electric power equipment sector, the photovoltaic industry is noted for its recovery in pricing amid efforts to eliminate below-cost sales [7] Group 4: Investment Insights - The Double Innovation Leader ETF (588330) is characterized by cross-market diversification, focusing on strategic emerging industries, and offers a low-threshold investment opportunity [8] - The ETF captures high elasticity in technology markets, allowing for efficient investment with a lower entry cost compared to direct investments in ChiNext and Sci-Tech Innovation stocks [8]