2 1 Shi Ji Jing Ji Bao Dao·2025-10-28 02:45Market Overview - The Shanghai Composite Index rose by 1.18% to close at 3996.94 points, with a daily high of 3999.07 points [1] - The Shenzhen Component Index increased by 1.51% to close at 13489.4 points, reaching a high of 13510.71 points [1] - The ChiNext Index saw a rise of 1.98%, closing at 3234.45 points, with a peak of 3241.95 points [1] ETF Market Performance - The median return for stock ETFs was 1.27%, with the highest return from the E Fund CSI 500 Enhanced Strategy ETF at 2.81% [2] - The Southern CSI 500 Information Technology ETF had the highest return among industry index ETFs at 3.61% [2] - The highest return in thematic ETFs was from the Huaxia CSI 5G Communication Theme ETF at 5.07% [2] ETF Gain and Loss Rankings - The top three performing ETFs were: - Huaxia CSI 5G Communication Theme ETF (5.07%) - Yinhua CSI 5G Communication Theme ETF (5.01%) - Bosera CSI 5G Industry 50 ETF (4.88%) [4] - The ETFs with the largest declines included: - Huaxia CSI Animation Game ETF (-1.77%) - Huatai-PB CSI Animation Game ETF (-1.57%) - Guotai Junan CSI Animation Game ETF (-1.51%) [4] ETF Fund Flows - The top three ETFs with the highest inflows were: - Huaxia Shanghai Stock Exchange Sci-Tech Innovation Board 50 ETF (inflow of 984 million yuan) - Guolian An CSI All-Index Semiconductor Products and Equipment ETF (inflow of 618 million yuan) - Huaxia CSI A500 ETF (inflow of 551 million yuan) [6] - The ETFs with the largest outflows included: - Huatai-PB CSI 300 ETF (outflow of 581 million yuan) - Bosera CSI Chengdu Economic Circle ETF (outflow of 527 million yuan) - GF ChiNext ETF (outflow of 487 million yuan) [6] ETF Margin Trading Overview - The top three ETFs by margin buying were: - Huaxia Shanghai Stock Exchange Sci-Tech Innovation Board 50 ETF (855 million yuan) - Guotai Junan CSI All-Index Securities Company ETF (795 million yuan) - E Fund ChiNext ETF (561 million yuan) [8] - The ETFs with the highest margin selling included: - Southern CSI 500 ETF (71.43 million yuan) - Huatai-PB CSI 300 ETF (28.52 million yuan) - Southern CSI 1000 ETF (18.36 million yuan) [8] Institutional Insights - Industrial chain research indicates a continuous increase in demand for 1.6T optical modules, with overseas clients raising their procurement plans for 2026 from 10 million to 20 million units due to the rapid growth in AI training and inference network bandwidth needs [9] - Guojin Securities expresses optimism regarding AI demand, recommending focus on companies benefiting from the AI computing power supply chain, particularly in AI-PCB and core hardware sectors [10][11]