“易中天”回来了！多只ETF大涨

Group 1 - A-shares indices rose across the board on September 10, with significant gains in 5G communication and artificial intelligence-related ETFs [1][2] - Key stocks such as New Yi Sheng, Zhong Ji Xu Chuang, and Tian Fu Communication saw substantial rebounds, closing up 6.23%, 7.16%, and 4.16% respectively, with New Yi Sheng and Zhong Ji Xu Chuang exceeding 10% intraday [1][2] - The CPO optical module market is experiencing a resurgence, and AI hardware is rebounding, alongside general increases in oil and gas extraction, film and television, tourism, and hotel sectors [2] Group 2 - Significant capital inflows were observed in battery ETFs, with net inflows of 15.15 billion and 14.59 billion for two specific battery ETFs from September 8 to 9 [5][6] - Other sectors such as chemicals, securities, and gold also saw notable net inflows during the same period [5] - The second batch of 14 technology innovation bond ETFs is set to be issued on September 12, following approval on September 8 [7] Group 3 - The optical communication sector has faced recent volatility, attributed to rapid prior gains and extreme structural differentiation in the market, particularly in AI computing [8] - Despite the recent pullback, the fundamentals of the optical module industry remain solid, driven by strong demand for AI computing and a clear commercial closed-loop logic [8] - The current market adjustment is seen as an opportunity for investors, as the valuation attractiveness of the sector continues to improve [8]