ETF周评| “硬科技”表现亮眼 跨境型ETF获百亿资金青睐

Market Performance - A-shares showed mixed performance last week, with the Shanghai Composite Index declining by 0.34%, while the Shenzhen Component Index rose by 0.84%, driven by growth sectors like telecommunications and electronics [2] - The ChiNext Index performed particularly well, with a weekly increase of 2.74% [2] ETF Performance - Notable ETFs included the Communication Equipment ETF (159583.SZ), which gained 7.30%, the ChiNext AI ETF (159242.SZ) with a 7.07% increase, and the Sci-Tech Semiconductor ETF (588170.SH) rising by 6.35% [2][3] - Cross-border ETFs and bond ETFs were the main beneficiaries of net inflows, with cross-border ETFs seeing a net inflow of 10.642 billion yuan [2][6] AI Sector Insights - The AI sector emerged as a key investment theme for 2025, with the ChiNext AI ETF (159242.SZ) leading the market with a 7.07% weekly gain [3] - The driving forces behind this trend include significant investments by global cloud computing giants in AI capabilities and accelerated capital expenditures in the industry [3][4] - The AI application landscape is transitioning from experimental stages to large-scale implementation, presenting structural growth opportunities [3] Semiconductor Sector Developments - The semiconductor materials and equipment sector showed significant recovery, with the Sci-Tech Semiconductor ETF (588170.SH) increasing by 6.35% [3] - Key factors driving this sector include the acceleration of the AI computing arms race, ongoing demand for storage solutions, and the rapid development of domestic intelligent computing centers [4] Fund Flows and ETF Size Changes - The A500 ETF from Huatai-PineBridge (563360.SH) became the first in the market to exceed 30 billion yuan in size, growing by 4.126 billion yuan to reach 32.525 billion yuan [12][13] - Conversely, the CSI 300 ETF (159919.SZ) saw a significant reduction in size, decreasing by 3.006 billion yuan [12][14] - The overall trend indicates a preference for broad-based index ETFs, while sector-specific ETFs like the securities and banking ETFs faced substantial outflows [9][11]