5G通信ETF(515050)盘中跌超2%，资金近10日加仓超5亿元

Core Insights - A-shares experienced a decline influenced by external market sentiment, with the TMT computing sector facing significant losses, particularly the 5G communication theme index which fell by 2.22% as of 10:06 on November 5 [1] - The 5G communication ETF has shown strong performance over the past three months, with a cumulative increase of 52.62%, ranking first among comparable funds [1] - Foreign investment in A-shares has been increasing, with notable interest from major institutions like Goldman Sachs and UBS, focusing on high-growth sectors such as AI, industrial automation, and semiconductors [4] Fund Performance - As of November 4, the 5G communication ETF has seen a net value increase of 156.43% over the past three years, ranking 6th out of 1906 index stock funds [4] - The ETF has recorded a maximum monthly return of 37.75% since its inception, with an average monthly return of 8.26% during up months [4] - The ETF has attracted significant capital inflow recently, with a total of 3.79 billion yuan in net inflows over the last three days [1] Market Trends - The top ten weighted stocks in the 5G communication theme index account for 65.69% of the index, indicating a concentrated investment in key players [5] - The total market value held by foreign institutions in A-shares has reached 150.4 billion yuan, reflecting a year-on-year increase of over 33 billion yuan, or 28.4% [4]