【早盘三分钟】12月24日ETF早知道

Core Viewpoint - The news highlights significant movements in various sectors, particularly focusing on the performance of ETFs and the implications of rising gold prices on the market [5][6][8]. Sector Performance - The construction materials, power equipment, and electronics sectors showed positive daily gains, with increases of +1.12%, +0.88%, and +0.58% respectively, while sectors like retail and beauty care experienced declines of -1.65% and -2.07% [3]. - The top three sectors for capital inflow were power equipment (¥3.656 billion), basic chemicals (¥1.278 billion), and construction materials (¥358 million), while the sectors with the highest outflows included defense and military (-¥5.769 billion), electronics (-¥5.504 billion), and communications (-¥4.054 billion) [3]. ETF Performance - The new materials ETF recorded a 1.19% increase, while the green energy ETF rose by 1.04%, and the smart electric vehicle ETF increased by 0.91%. The electronic ETF saw a 0.77% rise, and the non-ferrous ETF gained 0.74% [4]. - The financial technology ETF attracted significant capital, with net inflows exceeding ¥340 million over two days, indicating strong investor interest [8]. Gold Market Insights - International gold prices have surpassed $4,500, marking a historical high, which is expected to positively impact the performance of gold companies starting in 2026 [6][7]. - The outlook for the non-ferrous metals sector is optimistic, with potential for a prolonged bull market driven by various strategic metals, including lithium and copper [7]. Market Activity - A-share annual trading volume has exceeded ¥40.5 trillion for the first time, setting a new record, with expectations of continued market activity into 2025 and 2026 [8]. - The leverage funds have recently increased their positions, with the latest financing balance approaching ¥400 million, indicating a bullish sentiment among investors [8].