热点板块发力，这些ETF大涨

Group 1: Game and Battery Sectors Performance - On September 15, the A-share game sector showed strong performance, with two game-themed ETFs rising over 4%, leading the market [2] - Key stocks contributing to this surge include Xinghui Entertainment, Perfect World, 37 Interactive Entertainment, and Giant Network [2] - The battery and new energy vehicle sectors also performed well, with the Smart Electric Vehicle ETF and Lithium Battery ETF both increasing by over 2.5% [2] - The growth in the lithium battery sector is attributed to three main factors: unexpected demand for energy storage, accelerated industrialization of solid-state batteries, and improved profitability across the battery supply chain [2] Group 2: Communication Sector Adjustment - On the same day, multiple communication-themed ETFs experienced a decline, with drops exceeding 1.5% for ETFs such as the Communication ETF and 5G50 ETF [4] - Despite the short-term adjustment, institutions forecast significant revenue and net profit growth for the communication sector by Q2 2025, with margins reaching new highs since 2022 [5] - The long-term outlook remains positive for AI-related hardware stocks, including optical modules and optical communication [5] Group 3: ETF Market Overview - The performance of various ETFs on September 15 included notable gains in the game and film sectors, while communication ETFs faced declines [3][6] - The Industrial Metals sector is expected to benefit from the anticipated interest rate cuts by the Federal Reserve, which could positively impact the performance and valuation of copper and aluminum [7]