抄底！资金逆势流入这一方向

Group 1: Rare Metals ETFs Performance - On November 17, rare metals ETFs led the market with four ETFs rising over 3%, notably the rare metals ETF (159608) which increased by 3.68% [2][3] - The rise in the rare metals sector was driven by a significant increase in lithium carbonate futures, with expectations of improved supply-demand fundamentals in the lithium industry from 2026 to 2027 [2][10] Group 2: AI Application ETFs - AI application-related ETFs also saw gains, with software ETFs and the Southern China AI ETF rising over 2% [2][3] - The Southern China AI ETF (159382) recorded a net inflow of over 8.99 million yuan on November 14, indicating strong investor interest despite a general decline in tech stocks [8] Group 3: Bond ETFs Activity - On the same day, bond ETFs were actively traded, with eight out of the top ten ETFs by trading volume being bond ETFs, including several from the Sci-Tech bond category [6][7] - The top trading bond ETF, Knowledge ETF, had a transaction volume of 24.29 billion yuan, up from 19.79 billion yuan the previous day [7] Group 4: Decline in Gold-themed ETFs - Gold-themed ETFs experienced a collective decline, with several ETFs dropping over 2%, reflecting a bearish sentiment in the gold market [4][5] - The gold stock ETF and other related ETFs showed significant losses, with the gold stock ETF down by 2.57% [5] Group 5: Market Outlook - The market outlook remains positive, with expectations of a continued upward trend in A-shares driven by structural economic improvements and declining risk-free rates [10] - The long-term outlook for the rare metals sector is optimistic, driven by supply constraints and expanding demand from new industries such as electric vehicles and humanoid robots [10]