多只计算机板块ETF逆市上涨；二季度市场黄金ETF流入创新高丨ETF晚报

ETF Industry News - The three major indices collectively declined, with the Shanghai Composite Index down 1.18%, the Shenzhen Component Index down 1.73%, and the ChiNext Index down 1.66%. However, several computer sector ETFs saw gains, including the Xinchang ETF (562030.SH) up 1.88%, the Cloud Computing 50 ETF (159527.SZ) up 1.44%, and the Xinchang ETF (562570.SH) up 1.36% [1][4][11] - The mining sector ETFs experienced declines, with the Mining ETF (561330.SH) down 3.89%, the Mining ETF (159690.SZ) down 3.63%, and the Nonferrous 50 ETF (159652.SZ) down 3.58% [1] - Ping An Securities believes that the competition in the global AI large model field remains intense, and the international competitiveness of domestic open-source models and AI large model applications is continuously improving. The ongoing iteration and upgrade of domestic large models, along with the popularization of their applications, will drive sustained demand for AI computing power in both training and inference, leading to a high level of prosperity in China's AI computing market [1] Gold ETF Performance - In Q2, China's gold ETF inflows reached 46.4 billion yuan (approximately 6.5 billion USD, 61 tons), marking the strongest quarterly performance on record. The inflows were primarily driven by increased global trade risks and soaring gold prices [2] - For the first half of the year, total inflows into China's gold ETFs reached 63.1 billion yuan (approximately 8.8 billion USD). The total assets under management (AUM) of gold ETFs more than doubled, growing by 116% to reach 152.5 billion yuan (approximately 21.3 billion USD) by the end of June, with total holdings surging 74% to 200 tons [2] Fund Performance - In Q2, only 20% of actively managed equity funds experienced net subscriptions, despite a continued increase in fund net values. The majority of actively managed equity funds faced net redemptions, while a select few funds, characterized by clear positioning and focus on specific industries such as robotics, pharmaceuticals, and military, attracted significant capital [3]