ETF市场周报 | 沪指站上3800点！交投活跃度高企，大金融相关ETF集体走强

Market Overview - A-shares continued to rise, with the Shanghai Composite Index testing the 3800-point mark, and the ChiNext and Shenzhen Composite Index leading the gains, reflecting strong upward momentum [1] - Major A-share indices saw increases of 3.49%, 4.57%, and 5.85% respectively [1] - The two-way financing balance exceeded 2 trillion yuan, indicating increased investor participation [1] ETF Performance - The average increase of all ETFs was 3.98%, with stock ETFs performing strongly, rising by 4.94% [1] - The top-performing ETFs included those related to chips and AI, with significant gains driven by recent news in the semiconductor sector [2] - The top 10 ETFs by increase included the Sci-Tech Chip Design ETF, which rose by 21.93%, and the Sci-Tech AI ETF, which increased by 17.75% [2] Institutional Insights - Institutions noted the unwavering national support for technological self-reliance and the push for supply chain security, which is expected to accelerate domestic companies' technological advancements [3] - The semiconductor sector is projected to continue its optimistic growth trajectory in 2025, driven by AI demand and ongoing domestic substitution efforts [3] Fund Flows - The ETF market saw a strong inflow of 11.768 billion yuan, reversing previous outflows and indicating renewed investor confidence [6] - Cross-border ETFs experienced significant inflows, totaling 17.292 billion yuan, while bond ETFs also saw over 5.968 billion yuan in inflows [6] Trading Volume - The Short-term Bond ETF and Hong Kong Securities ETF both surpassed 100 billion yuan in weekly trading volume, reaching 128.011 billion yuan and 120.626 billion yuan respectively [10] Upcoming ETFs - Three new ETFs are set to launch next week, including the Bosera ChiNext Comprehensive ETF, which tracks the ChiNext Composite Index, highlighting growth sectors such as power equipment and pharmaceuticals [11]