4244只ETF涨幅靠前的5大板块，今年谁跑得最快？

Core Insights - As of September 15, 2025, 56.93% of the 22,731 open-end funds (excluding money market and QDII) have outperformed the CSI 300 index, which has increased by 15.2% this year [1][2]. Group 1: Performance of ETFs - The top-performing ETF this year is the Huatai-PB Innovation Drug ETF, which has risen by 113.36% [1][3]. - Other ETFs with over 100% growth include: - Wanjia CSI Hong Kong Stock Connect Innovation Drug ETF at 112.88% - Invesco Great Wall CSI Hong Kong Stock Connect Innovation Drug ETF at 109.19% - Yinhua CSI Hong Kong Stock Connect Innovation Drug ETF at 107.47% - Fuguo Hang Seng Hong Kong Stock Connect Healthcare ETF at 106.15% [1][3]. - The TMT sector ranks second in ETF performance, with the top ETF being the Huaxia CSI 5G Communication Theme ETF, which has increased by 112.87% [4][5]. - The third-best performing sector is the dual innovation growth, particularly in artificial intelligence, with the top ETF being the Huabao Growth ETF, which has risen by 79.75% [6][7]. - The gold industry ETF ranks fourth, led by the Yongying CSI Hong Kong and Shanghai Gold Industry ETF, which has increased by 75.39% [8][10]. - The rare earth and non-ferrous metal industry ETF ranks fifth, with the top performer being the E Fund CSI Rare Earth Industry ETF, which has risen by 72.54% [11][12]. Group 2: Market Drivers - The strong performance of the innovation drug sector is attributed to global capital reassessing Chinese assets driven by domestic innovation and significant revenues from international markets [2]. - The TMT sector's growth is primarily driven by the artificial intelligence industry, which has attracted global capital to reassess Chinese assets [4][6]. - The rise in the gold industry is linked to expectations of U.S. interest rate cuts and global trade risks stemming from geopolitical tensions [9]. - The rare earth sector's performance is influenced by the ongoing U.S.-China trade tensions, particularly regarding rare earth products [11].