ETF市场日报 | 半导体产业链相关ETF集体反弹！传媒板块ETF回调居前

Market Overview - A-shares major indices collectively strengthened, with the Shanghai Composite Index recovering the 4000-point mark, closing up 0.97% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 20,552 billion [1] Semiconductor Sector - Semiconductor equipment ETFs led the gains, with several ETFs related to the semiconductor industry rising over 4% [2] - SK Hynix announced a price increase of over 50% for the next-generation high bandwidth memory (HBM4) compared to the previous generation, which is expected to be used in NVIDIA's upcoming AI chip [2] - The semiconductor industry reported record net profits in the first three quarters of the year, with a year-on-year growth of 53% [3] - Over half of the 146 A-share semiconductor companies reported record quarterly revenues in 2025, driven by AI and domestic chip design growth [3] Media and Entertainment Sector - The media and entertainment ETFs experienced the largest declines, with the top ETF dropping by 2.25% [4] - Guosen Securities expressed optimism about the gaming sector and the media content industry, highlighting opportunities in AI applications and the potential for growth in AI-generated content [4] ETF Trading Activity - The Short-term Bond ETF had the highest trading volume, reaching 31.4 billion [6] - The top ETFs by trading volume included the Silver Day Benefit ETF and Hong Kong Securities ETF, with volumes of 19.2 billion and 13.5 billion respectively [6] - The 5-Year Local Bond ETF had the highest turnover rate at 236% [7] Upcoming ETF Listings - Two new ETFs are set to launch, including the Huatai-PB Aerospace ETF, which focuses on the aerospace sector, and the Xinyuan 800 Dividend Low Volatility ETF, which targets stable dividend-paying companies [8][9] - The Aerospace ETF is suitable for investors seeking high growth and willing to accept volatility, while the Dividend Low Volatility ETF is aimed at conservative investors looking for stable returns [9]