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ETF收评 | AI算力继续强势,通信ETF涨4%,港股创新药回调,港股创新药ETF基金跌3%

Market Overview - The three major A-share indices collectively closed lower, with the Shanghai Composite Index down 0.02%, the Shenzhen Component Index down 0.12%, and the ChiNext Index down 0.17% [1] - The North Star 50 Index increased by 1.27%, reaching a new high [1] - The market recorded a trading volume exceeding 2 trillion for the fifth consecutive day, with a total trading volume of 26,407 billion yuan, a decrease of 1,685 billion yuan from the previous day [1] - Over 2,900 stocks in the market experienced gains [1] Sector Performance - The CPO and consumer electronics sectors remained hot, with Industrial Fulian hitting the daily limit and approaching a market value of 1 trillion yuan [1] - The liquor and robotics sectors showed active performance [1] - The large financial sector generally underwent a correction, while sectors such as PEEK materials, photolithography machines, and military information technology collectively retreated [1] ETF Performance - In the ETF market, the Cathay Fund Communication ETF rose by 4%, while the ChiNext AI ETFs from Cathay, Southern, and Huabao increased by 2.67%, 2.55%, and 2.52% respectively [1] - The consumer electronics sector continued to perform well, with the Huaxia Fund Consumer ETF rising by 1.97% [1] - The robotics sector maintained its upward trend, with the E-Fund Robotics ETF increasing by 1.59% [1] - Liquor stocks saw a rebound, with the Penghua Fund Liquor ETF rising by 1.54% [1] Hong Kong Market - The innovative drug sector in the Hong Kong market experienced a full retreat, with the Hong Kong Innovative Drug ETF, Hong Kong Stock Connect Innovative Drug ETF, and Tianhong Innovative Drug ETF all declining by over 3% [1] - The military sector also saw a decline, with the leading military ETF dropping by 2.52% [1] - The securities sector adjusted, with the Southern Securities ETF and Vanguard Securities ETF falling by 2.37% and 2.31% respectively [1]