黄金主题基金规模较年初增长近112%；9月已有4只基金“一日售罄”

Group 1: Fund Market Overview - The total scale of gold-themed funds has increased by nearly 112% since the beginning of the year, reaching 250 billion yuan as of September 9, with all 53 funds showing positive net value growth [1] - In September, 12 public funds ended their fundraising early, with four funds, including Huashang Hong Kong Stock Connect Value Return Mixed Fund and招商均衡优选混合, selling out in just one day due to reaching their fundraising limits [2] Group 2: Notable Fund Manager Insights - Renowned fund manager Zheng Weishan highlighted three major investment directions: overseas AI industry chain, domestic AI industry chain, and other segments of the semiconductor industry, indicating a new growth cycle driven by policy and market demand [3] Group 3: ETF Market Performance - The three major indices experienced fluctuations, with the Shanghai Composite Index rising by 0.13%, the Shenzhen Component Index by 0.38%, and the ChiNext Index by 1.27%. The total trading volume in the two markets was 1.98 trillion yuan, a decrease of 140.4 billion yuan from the previous trading day [4] - Communication-related ETFs, particularly in the 5G sector, saw significant gains, with some rising by as much as 4.58% [4] Group 4: ETF Thematic Opportunities - The AI sector is transitioning from conceptual investment to a phase of profitability, with a focus on the commercial viability of technology and the profitability of companies. This shift indicates that AI-related ETFs, such as the ChiNext AI ETF, may present good investment value [7]