资金涌入，超100亿元！

Group 1: Consumer Sector Performance - The consumer sector experienced a significant surge, with multiple related ETFs rising over 3% in a single day, particularly tourism and food and beverage ETFs [6][5] - The tourism ETF (159766) saw a notable increase of nearly 6%, while other consumer-related ETFs also reported substantial gains [6][7] - The Consumer Price Index (CPI) data released by the National Bureau of Statistics indicated a month-on-month increase of 0.2% and a year-on-year increase of 0.2% in October, with the core CPI rising 1.2% year-on-year, marking the sixth consecutive month of growth [7] Group 2: Gold ETFs Performance - Gold-themed ETFs also showed strong performance, with several gold stock ETFs rising over 2.5% and commodity gold ETFs increasing by more than 1.6% [9][8] - The Huazhang Gold ETF recorded a net inflow of over 10 billion yuan since October, while other gold-related ETFs also saw significant inflows [4][13] Group 3: Bond ETFs Activity - The bond ETF sector was notably active, with the short-term bond ETF (511360) achieving a trading volume exceeding 30 billion yuan in a single day, and other bond ETFs also reporting high trading volumes [11][12] - Several bond ETFs, including the benchmark government bond ETF (511100), had turnover rates exceeding 100% [11][12] Group 4: Fund Inflows - Since October, significant net inflows have been observed in various ETFs, with the Huazhang Gold ETF leading with over 10 billion yuan, followed by other technology and gold ETFs with inflows exceeding 5 billion yuan [4][13] - The market sentiment remains positive towards the Hang Seng Technology sector, despite recent price corrections [13] Group 5: Semiconductor and Chemical Sectors Outlook - The semiconductor equipment sector is expected to regain an upward trend due to multiple favorable factors, including increased demand for AI computing power and technological breakthroughs [16] - The chemical sector has shown strength, driven by rising prices in lithium battery materials and ongoing "anti-involution" measures, with significant demand in energy storage and battery sectors [16]