多只科创板芯片ETF周涨超8%丨ETF基金周报

Market Overview - The Shanghai Composite Index rose by 1.52% to close at 3870.6 points, with a weekly high of 3892.74 points [1] - The Shenzhen Component Index increased by 2.65% to 12924.13 points, reaching a peak of 13048.52 points [1] - The ChiNext Index saw a 2.1% rise, closing at 3020.42 points, with a maximum of 3056.53 points [1] - Global markets also experienced gains, with the Nasdaq Composite up by 2.03%, the Dow Jones Industrial Average up by 0.95%, and the S&P 500 up by 1.59% [1] - In the Asia-Pacific region, the Hang Seng Index rose by 3.82%, and the Nikkei 225 increased by 4.07% [1] ETF Market Performance - The median weekly return for stock ETFs was 1.97% [2] - The highest weekly return among scale index ETFs was 6.21% for the Southern Asset Management STAR Market 50 ETF [2] - The highest return in industry index ETFs was 8.55% for the GF National Index Information Technology Innovation Theme ETF [2] - The top-performing thematic index ETF was the China Universal STAR Market Chip Design Theme ETF, with a return of 10.14% [2] ETF Liquidity - Average daily trading volume for stock ETFs decreased by 14.4%, while average daily trading volume increased by 5.7% [6] ETF Fund Flows - The top five stock ETFs with the highest inflows included the Huatai-PB CSI 300 ETF (inflow of 1.492 billion), the Guotai CSI All-Share Securities Company ETF (inflow of 677 million), and the E Fund ChiNext ETF (inflow of 665 million) [9] - The top five stock ETFs with the highest outflows included the Huaxia National Index Semiconductor Chip ETF (outflow of 764 million), the Jiashi STAR Market Chip ETF (outflow of 636 million), and the Huatai-PB CSI Photovoltaic Industry ETF (outflow of 622 million) [10] ETF Financing and Margin Trading - The financing balance for stock ETFs decreased from 45.996 billion to 45.329 billion, while the margin balance increased from 2.325 billion to 2.476 billion [11] ETF Market Size - The total market size for ETFs reached 5235.286 billion, an increase of 107.512 billion from the previous week [15] - Stock ETFs accounted for 67.2% of the total ETF market size, with a total size of 3518.514 billion [17] ETF Issuance and Establishment - No new ETFs were issued last week, but eight new ETFs were established, including the Southern National Index Hong Kong Stock Connect Innovative Drug ETF and the E Fund STAR Market New Energy ETF [18] Industry Insights - The semiconductor industry is currently in an upward cycle, driven by strong demand for AI computing hardware infrastructure [19] - There is a recommendation to focus on domestic computing chips and customized chip IP service providers due to increased purchases from major clients like OpenAI [18]