Market Overview - A-shares experienced a decline over two consecutive trading days, particularly in the AI computing power sector, which saw significant adjustments [1] - The overall performance for October showed mixed results, with the CSI Dividend Index leading with a 3.05% increase, while the ChiNext Index fell by 1.56% [1] ETF Performance - The top-performing ETFs in October were predominantly cross-border ETFs, particularly those related to Japanese and Korean stocks, with the Nikkei 225 Index rising by 16.64%, marking the largest monthly gain since 1990 [2][3] - The Nikkei 225 ETF, Nikkei ETF, and Nikkei 225 ETF E Fund recorded gains of 21.72%, 18.62%, and 18.06% respectively [3] - The China-Korea Semiconductor ETF also performed well, with a 17.75% increase due to a super cycle in memory chips [2] Sector Performance - The innovative drug and gaming sectors underperformed in October, with the Hang Seng Innovative Drug ETF and gaming ETFs experiencing declines of 11% [5][6] - From January to October, AI computing power, innovative drugs, and gold-themed ETFs saw substantial gains, with increases of 99.27%, 91.35%, and 90.56% respectively [8][9] Fund Flows - In October, the ETF market saw over 100 billion yuan in net inflows, bringing the total net inflow for the year to 798.9 billion yuan [11] - The SGE Gold 9999 ETF and Hang Seng Technology ETF were among the top gainers in terms of net inflows, with 271 billion yuan and 175 billion yuan respectively [12] - Conversely, the CSI A500 and ChiNext Index ETFs faced significant outflows, with net withdrawals of 155.25 billion yuan and 82.86 billion yuan respectively [12] Year-to-Date Performance - From January to October, the AAA Sci-Tech Bond, SGE Gold 9999, and Hang Seng Technology ETFs saw net inflows of 1,388.07 billion yuan, 807 billion yuan, and 722 billion yuan respectively [13][14] - In contrast, the CSI A500, Sci-Tech 50, and ChiNext Index experienced substantial outflows, totaling 1,102.24 billion yuan, 738.72 billion yuan, and 411.66 billion yuan respectively [14][15] Investment Trends - The securities, banking, and robotics sectors saw net inflows in October, with the securities sector attracting 116.61 billion yuan [17] - The Hang Seng Technology and Nasdaq 100 ETFs also recorded significant inflows, indicating a continued interest in technology-related investments [20][21]
10月最牛ETF榜单,出乎意料!
Sou Hu Cai Jing·2025-10-31 08:47