ETF收评 | 跨境ETF领跌，纳指100ETF、日经225ETF分别跌4.99%、4.27%

Market Overview - The Shanghai Composite Index fell by 0.81%, while the ChiNext Index declined by 1.16% [1] - The lithium battery industry chain experienced a widespread downturn, with electrolyte and solid-state battery sectors leading the decline [1] - The steel, chemical, coal, and non-ferrous metal industries also saw significant drops [1] Sector Performance - AI application themes remained active, with internet e-commerce concepts performing well against the trend [1] - In the ETF market, commodity ETFs led the gains, with Huaxia Fund's soybean meal ETF rising by 2.44% [1] - AI application themes showed resilience, with GF Fund's media ETF and Penghua Fund's media ETF increasing by 2.38% and 2.35%, respectively [1] - The semiconductor materials and equipment sectors strengthened, with both the招商基金 semiconductor equipment ETF and 易方达 semiconductor equipment ETF rising by 2% [1] ETF Performance - Cross-border ETFs were the biggest losers, with the Nasdaq 100 ETF and Nikkei 225 ETF dropping by 4.99% and 4.27%, respectively [1] - The battery sector experienced a comprehensive pullback, with the battery 50 ETF, battery ETF, and lithium battery ETF all declining by 4% [1] - Hong Kong automotive stocks fell, with both the Hong Kong automotive ETF and the Hong Kong automotive ETF dropping by 4% [1] - The chemical sector weakened, with the chemical 50 ETF decreasing by 3.74% [1]