ETF午评 | 创新药全面反攻，科创创新药ETF汇添富、科创创新药ETF国泰涨超5%

Market Overview - The three major A-share indices experienced a collective decline in the morning session, with the Shanghai Composite Index down 0.63%, the Shenzhen Component Index down 0.62%, and the ChiNext Index down 1.49% [1] - The North Stock 50 index, however, saw an increase of 3.43% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.5792 trillion yuan, an increase of 20 billion yuan compared to the previous day [1] - Over 3,800 stocks in the market recorded gains [1] Sector Performance - The sectors that performed well included film and theater, AI corpus, innovative pharmaceuticals, batteries, Hainan Free Trade Zone, and gaming, which saw the highest gains [1] - Conversely, sectors that faced declines included storage chips, insurance, CPO, rare earth permanent magnets, coal mining and processing, and controllable nuclear fusion [1] ETF Performance - The innovative pharmaceutical sector saw a comprehensive rebound, with the ETF for innovative pharmaceuticals by Xingtianfu and Guotai rising by 5.84% and 5.75% respectively [1] - Hong Kong stocks in the innovative pharmaceutical sector also followed suit, with ETFs from ICBC, Xingtianfu, and Huatai-PB rising over 4% [1] - The AI application sector rebounded, with the film ETFs from Guotai and Yinhua rising by 3.95% and 3.89% respectively [1] - The AI hardware sector faced significant declines, with communication ETFs, communication equipment ETFs, and 5G communication ETFs all dropping over 4% [1] - The semiconductor sector also weakened, with the Xingtian semiconductor ETF and Penghua semiconductor ETF both declining by 4% [1]