资金盘中两手抄底！规模最大的芯片ETF涌入超1亿元，自由现金流ETF“吸金”6900万

Core Insights - U.S. stocks experienced a significant decline overnight, leading to a lower opening for A-shares, particularly in the computing hardware and semiconductor sectors, although the Shanghai Composite Index later rebounded [1] - Major financial institutions saw gains exceeding 1%, with substantial net inflows into various ETFs, including a notable 1 billion CNY into the semiconductor ETF despite its 1.7% drop [1] Semiconductor Sector - Semiconductor company SMIC reported a net profit of 1.517 billion CNY for Q3, marking a 43.1% year-on-year increase [1] - Baidu announced the upcoming launch of two self-developed chips: Kunlun M100 in early 2026 and Kunlun M300 in early 2027 [1] Technology Giants - Alibaba has reportedly initiated a secret project named "Qianwen" to develop a personal AI assistant app based on the Qwen model, aiming to compete directly with ChatGPT [1] - Apple has launched a mini-program partner plan, reducing its commission to 15% [1] - Tencent's Q3 revenue grew by 15% year-on-year, with adjusted net profit increasing by 18%, both exceeding expectations [1] Dividend Assets - The demand for dividend assets has increased due to the extreme performance of technology stocks and year-end portfolio adjustments, with A-share companies disclosing mid-term dividends exceeding last year's figures as of November 5 [1] - The free cash flow ETF has seen net inflows for six consecutive days, totaling 744 million CNY [1] ETF Performance - The largest chip industry ETF, Chip ETF (159995), saw a decline of 1.54%, with a total scale of 28.809 billion CNY, covering the entire semiconductor industry chain [2] - The free cash flow ETF (159201), which has the lowest fee, decreased by 0.41%, with a scale of 6.464 billion CNY, including major stocks like China National Offshore Oil Corporation and Gree Electric Appliances [2]