Xin Lang Cai Jing·2025-12-15 09:40Core Viewpoint - The market is expected to enter a new wave of bullish sentiment driven by structural market dynamics and capital market reforms, with a focus on sectors like non-ferrous metals and AI computing power, alongside themes such as commercial aerospace and controlled nuclear fusion [2][5]. Market Performance - The total trading volume in the market reached 1.77 trillion yuan, a decrease of 318.8 billion yuan compared to the previous day [5]. - The Shanghai Composite Index fell by 0.55%, while the Shenzhen Component Index and the ChiNext Index dropped by 1.1% and 1.77% respectively [5]. Fund Performance - The Huabao A50 ETF, launched on March 18, 2024, focuses on the top 50 core leading companies [2]. - The China Securities A100 ETF, launched on August 1, 2022, encompasses the top 100 industry leaders [2]. - The Huabao A500 ETF, launched on December 2, 2024, targets the top 500 companies in the A-share market [2]. Sector Capital Inflows - The top three sectors for net capital inflows were: - Defense and military industry: +1.573 billion yuan - Commercial retail: +763 million yuan - Food and beverage: +592 million yuan [5].