半导体主题ETF强势霸榜机构聚焦大盘成长核心资产

Group 1 - The semiconductor industry led the market last week, with several semiconductor-themed ETFs rising over 15%, particularly the E Fund Semiconductor Equipment ETF which increased by over 16% [1][2] - The current growth in the semiconductor sector is driven by the increasing scale of AI application users both domestically and internationally, providing momentum for the industry [1] - The tourism ETF experienced a decline of 6.18%, leading the market in losses, while innovative drugs and Hang Seng consumer-related ETFs also saw significant drops [2] Group 2 - The trading volume for broad market products was active, with the A500 ETF and the Sci-Tech 50 ETF seeing transaction amounts exceeding 134 billion and 48 billion respectively [2][3] - The net inflow for the top ten ETFs last week was dominated by Sci-Tech bond ETFs, indicating a strong interest in connecting social capital with technological innovation [3] - The macro environment remains stable, with policies supporting economic development through manufacturing investment, consumption recovery, and technological innovation [4] Group 3 - The focus is shifting towards core growth assets in the market, with core asset valuations at historically low levels, suggesting potential for valuation recovery [4] - The outlook for the second half of the year remains optimistic, with active inflows of new capital and expectations of improved corporate earnings [4] - The emphasis on "new quality productivity" is expected to spill over into cyclical sectors, indicating a broader market trend [4]