【盘前三分钟】9月15日ETF早知道

Core Insights - The article discusses the performance and trends of various ETFs, highlighting significant movements in the market and specific sectors [1][2][5]. Market Overview - The market temperature gauge indicates a mixed sentiment with the Shanghai Composite Index at a 97.41% PE percentile, Shenzhen Component at 81.16%, and ChiNext at 47.55% as of September 12, 2025 [1]. - The short-term rotation shows a positive trend in sectors like non-ferrous metals (+1.16%) and real estate (+0.96%), while sectors like electronics (-1.52%) and communications (-2.13%) faced declines [2]. Fund Flows - The top three sectors with net inflows include non-ferrous metals (1.599 billion), pharmaceuticals (0.565 billion), and textiles (0.343 billion) [2]. - Conversely, the sectors with the highest outflows were electronics (-7.715 billion), computers (-5.366 billion), and communications (-4.648 billion) [2]. ETF Performance - The article lists several ETFs with notable performance, including the Non-Ferrous Metals ETF (+2.29%) and the Intelligent Manufacturing ETF (+2.12%), with respective six-month gains of 39.81% and 22.30% [4]. - The article also highlights the recent surge in the AI sector, particularly the domestic AI chip stocks, which have seen significant gains due to policy support and market demand [5]. Sector Focus - The focus on domestic AI development is emphasized, with expectations for large-scale deployment and application of domestic computing power in AI training and inference [5]. - The rebound in Hong Kong stocks is attributed to the Federal Reserve's interest rate cut expectations, which have driven foreign capital back into the market, particularly benefiting large tech companies [5].