交投活跃，资金青睐港股主题ETF

Group 1: Semiconductor Industry Performance - The domestic semiconductor industry chain showed strong performance last week, with notable increases in stock prices for companies like Zhongwei Company and SMIC, which rose over 20% and 11% respectively [4] - The semiconductor equipment ETF managed by E Fund (159558) and other related indices saw gains exceeding 7% [4][5] - The semiconductor materials and equipment indices also experienced significant growth, with the semiconductor materials ETF rising by 7.26% [5] Group 2: Automotive and Robotics Sectors - The automotive parts sector also performed well, with companies like Sanhua Intelligent Control and CATL seeing stock increases of over 20% and 13% respectively [4] - The robotics sector attracted substantial capital, with the E Fund Robotics ETF (159530) drawing over 27 billion yuan in net inflows last week, marking a continuous inflow for ten trading days [3][11] - The latest scale of the robotics ETF surpassed 10 billion yuan, reaching 118.56 billion yuan [11] Group 3: Hong Kong Stock Market Activity - Following the Federal Reserve's interest rate cut, trading activity in Hong Kong-themed ETFs surged, with the Hong Kong Securities ETF (513090) achieving a transaction volume exceeding 66 billion yuan [2][9] - The net inflow for the Hong Kong Securities ETF was over 12 billion yuan, indicating strong investor interest [11] - Other Hong Kong-themed ETFs, particularly those tracking the internet and technology sectors, also saw significant net inflows, with the Hong Kong Internet ETF (159792) attracting over 45 billion yuan [12] Group 4: Broader Market Trends - The overall market sentiment is supported by a loose liquidity environment, which is expected to bolster A-share valuations [13] - The recent Federal Reserve rate cut is viewed as a preventive measure, with implications for various asset classes, particularly equities and industrial metals [13] - The upcoming launch of the second batch of 14 science and technology bond ETFs on September 24 is anticipated to attract significant institutional investment [14]