Workflow
ETF行情分化！5G、AI领涨，红利回调
Zhong Guo Zheng Quan Bao·2025-10-21 12:17

Market Overview - On October 21, the A-share market experienced a rebound, with the Shanghai Composite Index rising by 1.36% and surpassing 3900 points, while the ChiNext Index increased by over 3% [4] - More than 90% of ETFs in the market saw gains, with 1246 ETFs in the green, driven by the release of third-quarter earnings forecasts and ongoing news related to AI hardware and software [4] Leading ETFs - The 5G communication and artificial intelligence themed ETFs led the market, with several ETFs rising over 5% [4] - Notable performers included: - Communication ETF (515880.SH) up 6.76% - 5G ETF (159994.SZ) up 6.40% - 5G Communication ETF (515050.SH) up 6.20% - Various ChiNext AI ETFs also saw increases ranging from 5.13% to 5.59% [5] Sector Performance - The communication, electronics, and real estate sectors showed significant gains, contributing to the overall market rebound [4] - The Hong Kong Stock Connect Technology ETF (159262) also performed well, rising by 2.47% with a trading volume exceeding 400 million yuan, and its total size surpassing 5.5 billion yuan since its launch [6] Fund Flows - The innovative drug and non-bank sectors saw high trading volumes, with the Hong Kong innovative drug ETF (513120) achieving over 6 billion yuan in trading volume, ranking second among all cross-border ETFs [9] - The non-bank ETF (513750) also gained over 3.5%, attracting significant attention due to its diversified holdings [9] Bond ETFs - Several bond ETFs were actively traded, with the Short-term Bond ETF (511360) leading the market with a trading volume of 38.42 billion yuan [10] - Other notable bond ETFs included the Silver Day Benefit ETF (511880) and Hong Kong Securities ETF (513090), with trading volumes of 28.24 billion yuan and 22.55 billion yuan, respectively [11] Capital Inflows - On October 20, significant net inflows were observed in various broad-based ETFs, including the Shanghai 50 ETF (510050) and the CSI 300 ETF (510300) [12] - Despite some declines in gold-related ETFs, there was still active capital inflow into several gold ETFs [12]