这两类ETF赚翻了！今年最高涨125%，你的投资抓住了吗？

Group 1 - The core viewpoint of the articles highlights a significant shift in investment strategies, with a growing preference for ETFs over actively managed funds due to their competitive performance and simplicity [1][3] - As of December 23, the total scale of ETFs in the market has surpassed 5.85 trillion yuan, marking an increase of 2.11 trillion yuan since the beginning of the year, representing a growth rate of over 56% [1] - The average return of ETFs has approached 25% this year, while actively managed equity funds have yielded an average return of about 30%, indicating a narrowing performance gap [1] Group 2 - The top-performing ETFs this year include the Communication ETF with a return of 125.55%, followed by the Communication Equipment ETF at 115.40%, and an AI-focused ETF exceeding 100% [2] - The strong performance of these leading ETFs is primarily driven by two key themes: AI-related sectors such as communication devices and 5G, and the precious and non-ferrous metals sector including gold, silver, copper, and aluminum [3] - Future investment opportunities in the communication sector are expected to be bolstered by AI computing demand, benefiting segments like optical modules and fiber optics, while the non-ferrous metals sector is supported by safe-haven demand for gold and supply constraints in copper and aluminum [3]