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ETF投资周报|半导体、芯片全面领涨，港股创新药相关产品降温
Mei Ri Jing Ji Xin Wen·2025-09-12 09:45

Market Performance - The A-share market experienced a strong rebound this week, with the Shanghai Composite Index reaching a new high of 3892.74 points before closing at 3870.6 points, marking a weekly increase of 1.52% [1] - The STAR 50 Index surged by 5.48% this week, while the ChiNext Index rose by 2.1%, breaking through the 3000-point mark [1] ETF Highlights - Semiconductor and chip-related ETFs emerged as the biggest highlights of the week, with over 1200 non-money market ETFs showing a median weekly increase of nearly 2% [2] - The top-performing ETF was the China-Korea Semiconductor ETF, which saw a weekly increase of 10.41%, reaching a historical high [6] - The China-Korea Semiconductor ETF has recorded a cumulative increase of 45% year-to-date, with major holdings including SK Hynix, Samsung Electronics, and several Chinese tech firms [6] Weekly Performance Rankings - The following ETFs topped the weekly performance rankings: - China-Korea Semiconductor ETF: +10.41% [6] - STAR Chip Design ETF: +10.14% [3] - STAR Chip ETF: +9.04% [3] - STAR Chip 50 ETF: +8.81% [3] - Xinchuang ETF: +8.69% [3] - Other notable performers included various STAR Chip ETFs, all showing increases in the range of 8% to 10% [6] Decline in Innovation Drug ETFs - The Hong Kong innovation drug-related ETFs faced significant declines this week, primarily due to adverse news affecting the Chinese innovation drug sector [7] - The top decliners included: - Hong Kong Innovation Drug ETF: -3.33% [7] - Hong Kong Innovation Drug ETF (another variant): -3.33% [7] - Hang Seng Innovation Drug ETF: -3.17% [7] - Despite the recent downturn, the innovation drug sector remains one of the strongest segments among cross-border ETFs this year, with several products showing over 100% gains year-to-date [8] Future Outlook - Analysts at Founder Securities maintain a positive outlook on the innovation drug sector, suggesting that the long-term growth trend remains intact due to the potential for commercialization of Chinese innovations on the global stage [8]