ETF午评｜A股冲高回落，AI应用领跌，影视ETF、线上消费ETF跌逾2%

Market Overview - The three major A-share indices experienced a pullback after initially rising, with the Shanghai Composite Index down 0.09%, the Shenzhen Component down 0.19%, and the ChiNext Index down 0.5% at midday [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 10,756 billion yuan, an increase of 195 billion yuan compared to the previous day, with over 3,500 stocks declining across the market [1] Sector Performance - AI applications, e-commerce, lithium mining, consumer electronics, stablecoins, solid-state batteries, and computing power sectors showed weakness [1] - In contrast, sectors such as superhard materials, coal, and non-ferrous metals performed strongly [1] ETF Performance - The non-ferrous metals sector led the ETF gains, with Wanji Fund's Industrial Non-Ferrous ETF and Huaxia Fund's Non-Ferrous Metals ETF rising by 2.48% and 1.41% respectively [1] - Cross-border ETFs were all in the green, with Invesco Great Wall Fund's Nasdaq Technology ETF, Huaxia Fund's Brazil ETF, and Huitianfu Fund's Nasdaq 100 ETF increasing by 1.76%, 1.7%, and 1.6% respectively [1] - Cash strategy ETFs were active, with Huaxia Fund's Cash Flow 500 ETF rising by 1.37% [1] Weak Sectors - The AI application sector saw a broad decline, with the Film and Television ETF, Online Consumption ETF, and Media ETF falling by 2.31%, 2.3%, and 1.89% respectively [1] - The gaming sector also declined, with the Gaming ETF down by 1.65% [1] - The financial technology sector showed negative performance, with the Financial Technology ETF from Huitianfu down by 1.63% [1]