沪指10连阳，化工、有色比翼双飞！港股硬科技反攻，首只重仓“港股芯片链”的港股信息技术ETF放量大涨2%

Market Overview - On December 30, 2025, A-shares experienced a significant rally, with the Shanghai Composite Index achieving a "10 consecutive days of gains," marking the longest streak of the year [1] - The market's trading volume exceeded 20 trillion yuan for the third consecutive day, indicating strong investor interest [1] Sector Performance - The chemical and non-ferrous metals sectors opened lower but rebounded strongly, with the chemical ETF (516020) reaching a new three-year high, gaining 2.5% intraday [1][34] - The chemical ETF (516020) recorded a year-to-date increase of over 40%, significantly outperforming major indices like the Shanghai Composite [35] - The non-ferrous ETF (159876) also saw a rise of 1.75% after hitting a historical high, reflecting strong investor confidence in the sector [1][16] Technology Sector - The technology sector remained active, with the "AI twins" (entrepreneurial AI ETFs) continuing to rise, showcasing the strength of the domestic AI industry chain [1] - The Hong Kong information technology ETF (159131), focused on the semiconductor industry, surged by 2%, outperforming other technology indices [27][34] Investment Opportunities - The semiconductor market in China is projected to reach $206.7 billion by 2025, driven by domestic policy support and international dynamics [32] - The valuation of the Hong Kong information technology ETF (159131) is attractive, with a price-to-earnings ratio of 33.25, indicating significant upside potential compared to other major technology indices [32][34] Notable Stocks - Semiconductor stocks like SMIC saw a rise of over 4%, indicating strong market performance [27] - In the chemical sector, stocks such as Hengyi Petrochemical and New Fengming experienced significant gains, with some stocks hitting their daily limit [35]