Core Insights - The communication sector has outperformed the market recently, contributing to a significant rise in the Growth ETF of the ChiNext board, which increased by 7.71% from October 15 to October 21, compared to a 4.11% rise in the ChiNext index, resulting in an excess return of 3.6 percentage points [1][2]. Group 1: ETF Performance - The ChiNext Growth ETF (159967) recorded a rise of 7.71% with a maximum drawdown of -4.04% and an annualized return of 3993.36% [2]. - The ChiNext index (399006) increased by 4.11% with a maximum drawdown of -4.44% and an annualized return of 648.50% [2]. Group 2: Sector Allocation - The ChiNext Growth Index has a significant overweight in the communication sector, accounting for 35.5% of its holdings, while the ChiNext index holds 16.1% in the communication sector [2]. Group 3: Industry Catalysts - A recent catalyst for the communication industry is the notice issued by the Ministry of Industry and Information Technology on October 16, 2025, which aims to develop a high-speed, low-latency, and widely covered metropolitan network by 2027 [2].
创业板成长ETF涨超4%,近期强于创业板指