ETF龙虎榜 | 大涨 溢价率飙升！基金提示风险

Market Overview - On October 28, the A-share market experienced a high and then a pullback, with the Shanghai Composite Index briefly surpassing 4000 points, marking a ten-year high [4] - The military, software, and lithium battery sectors showed strong performance, with several military and defense ETFs rising over 1% [4] ETF Performance - The Nasdaq 100 ETF (159660) led the gains with a 3% increase, and its premium rate surged to 9.9%, the highest since January of this year [4] - Various military and defense ETFs, including the military ETF (1.47%) and defense ETF (1.46%), also reported positive performance [5] Gold Market - In contrast, gold-themed ETFs continued to decline, with gold stock ETFs, gold ETFs, and Shanghai gold ETFs all dropping over 3% [2][6] - The total net outflow from gold ETFs exceeded 1.5 billion yuan, with some products experiencing five consecutive days of net outflows [2][8] Bond Market - Following the central bank's announcement to resume public market treasury bond trading, the bond market showed signs of recovery, with bond ETFs generally rising [3][7] - The 30-year treasury bond ETFs saw an increase of 0.61%, and trading volumes for short-term bond ETFs surged significantly [7] Investment Trends - The technology and cyclical sectors are expected to attract attention, with a focus on modern industrial systems and national security themes [9] - The market may experience a phase of volatility, with a potential slowdown in capital inflows into A-shares in the fourth quarter [9] New ETF Launches - The first public products investing in the Brazilian market, including the E Fund Itaú Brazil IBOVESPA ETF and the Huaxia Bradesco Brazil IBOVESPA ETF, are set to launch on October 31 [11]