ETF市场日报|通信、半导体板块延续涨势！游戏、黄金板块回调

Market Performance - A-shares continued strong performance with major indices approaching significant levels, with the Shanghai Composite Index rising by 1.18%, Shenzhen Component Index by 1.51%, and ChiNext Index by 1.98% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 23,401 billion [1] Sector Performance - The communication and semiconductor sectors led the gains, with several ETFs in these categories showing significant increases, such as 5G Communication ETF rising by 5.07% and Semiconductor ETFs also performing well [2][3] - Specific ETFs like 5G50 ETF and Communication ETF saw increases of over 4% [3] Industry Insights - The demand for optical modules is expected to rise significantly, with projections indicating an increase from 8 million units to over 20 million units by 2026, contingent on supplier capabilities [4] - The average selling price of optical modules may stabilize year-on-year due to potential supply shortages [4] ETF Trading Activity - The Short-term Bond ETF had the highest trading volume at 364.98 billion, followed by Hong Kong Securities ETF and Silver Daily ETF [8][9] - The 5-year local bond ETF recorded the highest turnover rate at 195% [9] Gold Market Outlook - The gold market is expected to maintain an upward trend, supported by anticipated interest rate cuts from the Federal Reserve and ongoing central bank purchases of gold [7]