ETF今日收评 | 恒生消费ETF涨超4%，光伏、中药相关ETF涨约2%

Market Overview - The market experienced fluctuations throughout the day, with the three major indices slightly declining. The pharmaceutical sector showed strong performance, while the sports concept sector collectively adjusted downwards [1]. Sector Performance - The pharmaceutical sector was the only one to rise against the market trend, indicating resilience amid broader market adjustments [1]. - The photovoltaic sector rebounded, suggesting potential recovery as it is currently at a cyclical bottom, with stricter regulations on new capacity expected to be implemented [3]. - AI applications saw increased activity in the afternoon, reflecting growing interest and investment in this area [1]. ETF Performance - The Hang Seng Consumer ETF rose over 4%, while photovoltaic and traditional Chinese medicine-related ETFs increased by approximately 2% [1]. - Specific ETF performances included: - Hang Seng Consumer ETF: 1.049, up 4.69% [2]. - Photovoltaic ETF Leader: 0.487, up 2.53% [2]. - Traditional Chinese Medicine 50 ETF: 1.042, up 2.36% [2]. - Conversely, the oil and gas resources ETF fell over 4%, indicating a decline in that sector [3]. Industry Insights - The photovoltaic industry is at a cyclical bottom, with expectations for supply-side adjustments to improve profitability as the industry self-regulates [3]. - The traditional Chinese medicine sector is expected to benefit from demographic trends such as an aging population and increased health awareness, which are seen as long-term growth drivers [3].