ETF甄选 | 三大指数涨跌不一，稀土、医疗器械、黄金股等相关ETF表现亮眼！

Group 1: Market Overview - The market experienced fluctuations with mixed performance among the three major indices, where the Shanghai Composite Index rose by 0.16%, while the Shenzhen Component Index fell by 0.18%, and the ChiNext Index decreased by 0.68% [1] - In terms of sectors, small metals, jewelry, and semiconductors showed the highest gains, while biopharmaceuticals, chemical pharmaceuticals, and insurance sectors faced the largest declines [1] - Major capital inflows were observed in the semiconductor, medical device, and energy metal sectors [1] Group 2: Investment Opportunities in Rare Earths - Pacific Securities expressed optimism about the rare earth industry chain, driven by increasing demand and price hikes, particularly in applications such as electric vehicles and consumer electronics [2] - The report highlighted that China leads globally in both the scale and technology of rare earth resource development and has international pricing power [2] - Financial forecasts suggest that rare earth product prices are reasonable and likely to rise further, presenting investment opportunities in the sector [2] Group 3: Medical Device Sector Recovery - Citic Construction Investment noted that the A-share medical device index has been in decline for the past four years but has shown signs of recovery since early 2025 due to policy easing and strategic transformations by companies [3] - The report anticipates that several companies will experience performance and valuation recovery, with high growth expected in the second half of 2025 and into 2026 [3] - Related ETFs include Medical Device ETF (159797) and Medical Service ETF (516610) [3] Group 4: Gold Market Outlook - According to Guosen Securities, there is a probability of short-term gold prices rising again, with a long-term bullish outlook supported by geopolitical tensions, a weakening dollar, and ongoing gold purchases by non-U.S. central banks [3] - The total market turnover for gold from January to July 2025 reached 29.05 trillion yuan, marking a year-on-year increase of 49.24% [3] - Related ETFs include Gold Stock ETF (159315) and Gold Stock ETF Fund (159321) [3]