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Market Overview - A-shares saw all three major indices rise last week, with the ChiNext Index increasing over 8%, and the Shanghai Composite Index closing at 3950.31 points, marking a ten-year high [1] - Over 1200 out of 1300 ETFs in the market recorded gains, with artificial intelligence-themed ETFs performing particularly well, as seven ETFs linked to the ChiNext AI Index ranked among the top ten in terms of growth, all exceeding 13% [1] Fund Flows - The overall net inflow into the ETF market exceeded 13 billion yuan last week, with defensive ETFs, particularly gold ETFs, attracting significant capital despite a general decline of over 6% [2] - Gold ETFs accounted for half of the top ten ETFs by net inflow, with some products seeing inflows exceeding 3 billion yuan [2] Artificial Intelligence ETFs - The largest AI ETF (159819) had a scale of approximately 24.12 billion yuan as of October 24, with a weekly increase of over 10% [2] - The index linked to this ETF, the CSI AI Theme Index, includes 50 constituent stocks, with the top three being Xinyi Technology, Zhongji Xuchuang, and Cambricon Technologies, all of which are currently popular stocks [2] Defensive ETFs - Gold ETFs linked to SGE Gold 9999 saw a total net inflow exceeding 15 billion yuan last week, despite all 14 gold ETFs experiencing declines of over 6% [2] - Money market funds and bond funds also attracted significant capital, with the top two products, Yinhua Daily ETF and Huabao Tianyi ETF, seeing net inflows of 9.493 billion yuan and 4.107 billion yuan, respectively [3] Trading Activity - The CSI A500 index-related ETFs had the highest trading activity last week, with a total trading volume exceeding 130 billion yuan, and five products surpassing 10 billion yuan in trading volume [3] - SGE Gold 9999 index-related ETFs also showed high trading activity, with a trading volume close to 90 billion yuan, although this represented a decrease of approximately 12.4 billion yuan compared to the previous week [3][4] Future Trends - Industry experts suggest that sectors such as solid-state batteries, artificial intelligence, and humanoid robots may drive the technology sector's growth [5] - The solid-state battery industry is expected to accelerate its industrialization process, while AI applications are expanding into various daily scenarios [5][6] - The humanoid robot sector is anticipated to focus on flexibility and intelligence, with production timelines becoming clearer as domestic manufacturers commercialize applications [6]