ETF日报｜金银携手飙涨，有色ETF（159876）放量突破历史新高！商业航天突发跳水，低位金融科技大举揽金

Market Overview - On December 23, the market experienced a pullback after a rise, with major indices briefly turning negative. The Shanghai Composite Index recorded five consecutive days of gains, while the ChiNext Index rose by 0.41%. The total trading volume in the two markets reached 1.9 trillion yuan, continuing to increase, but nearly 3,900 stocks declined, indicating poor profitability across the market [1] ETF Performance - The Green Energy ETF (562010) and Smart Electric Vehicle ETF (516380) saw price increases of 1.04% and 0.91%, respectively, reflecting strong performance in the lithium battery sector [2] - The Precious Metals sector continued to strengthen, with international gold and silver prices reaching historical highs. The largest ETF tracking the non-ferrous metals index, Huabao (159876), saw its price rise over 2%, breaking its previous high since listing [3] - The Non-ferrous Metals ETF (159876) has increased by 87% since its low on April 8, significantly outperforming major indices like the Shanghai Composite Index (26.59%) and CSI 300 (28.73%) [5] Sector Analysis - The semiconductor sector remains active, with leading stocks like North China Innovation rising nearly 5%, driven by supply shortages and price increases in memory chips [3] - The commercial aerospace sector experienced a sudden drop, particularly affecting the high-profile military industry ETF Huabao (512810), which fell by 1.37% due to a recent rocket launch event [15] - Financial technology continues to see strong interest, with the largest ETF in this category (159851) receiving a net subscription of 159 million units, indicating high investor enthusiasm [3][20] Investment Outlook - Institutions are optimistic about the upcoming spring market rally, as uncertainties surrounding U.S. economic data and interest rate hikes have diminished. Global liquidity expectations have improved, and risk appetite is recovering [3] - The non-ferrous metals sector is expected to enter a long-term bullish phase, supported by limited supply and increasing demand driven by global energy transitions and infrastructure investments [10][11] - The financial technology sector is poised for growth, with significant inflows expected as the A-share market's trading volume has surpassed 405 trillion yuan for the first time, indicating a vibrant capital market [22]