2 1 Shi Ji Jing Ji Bao Dao·2025-12-01 03:22Market Overview - The Shanghai Composite Index rose by 1.4% to close at 3888.6 points, with a peak of 3895.59 points during the week from November 24 to November 28 [1] - The Shenzhen Component Index increased by 3.56% to 12984.08 points, reaching a high of 13082.77 points [1] - The ChiNext Index saw a rise of 4.54%, closing at 3052.59 points, with a maximum of 3113.44 points [1] - Global markets also experienced gains, with the Nasdaq Composite up by 4.91%, the Dow Jones Industrial Average up by 3.18%, and the S&P 500 up by 3.73% [1] - In the Asia-Pacific region, the Hang Seng Index increased by 2.53%, and the Nikkei 225 rose by 3.35% [1] ETF Market Performance - The median weekly return for stock ETFs was 2.33% [2] - The highest weekly return among scale index ETFs was 7.58% for the E Fund Shanghai Stock Exchange Science and Technology Innovation Board 200 ETF [2] - The highest return in the industry index ETFs was 8.42% for the Harvest National Index Communication ETF [2] - The top five stock ETFs by weekly return included the Fortune National Communication Equipment Theme ETF at 10.3% [4][5] ETF Liquidity and Fund Flows - Average daily trading volume for stock ETFs decreased by 7.3%, while average daily trading volume increased by 17.8% [6] - The top five stock ETFs by fund inflow included the Huaxia SSE 50 ETF with an inflow of 417 million yuan [9][10] - The largest outflows were seen in the Huabao National Bank ETF, which had an outflow of 428 million yuan [10] ETF Financing and Inventory - The financing balance for stock ETFs decreased from 50.5535 billion yuan to 47.097 billion yuan [11] - The total number of existing ETFs reached 1363, with 1069 being stock ETFs [12] - The total market size for ETFs reached 5687.882 billion yuan, an increase of 84.359 billion yuan from the previous week [14] Institutional Insights - Zhongyuan Securities highlighted a supply-demand imbalance in high-end optical chips, predicting price increases due to tight supply and accelerated domestic innovation [17] - Guoyuan Securities noted that the demand for computing power remains strong, driven by the accelerated penetration of model applications in the AI sector [17]