Group 1 - The overall performance of the capital market in 2025 was strong, with the technology sector, particularly driven by artificial intelligence, being notably prominent [1][2] - The communication ETF (515880) led the market with a remarkable increase of 128.37% from the beginning of 2025, ranking first among all ETFs in the Shanghai and Shenzhen markets [3] - Investment in artificial intelligence infrastructure is experiencing rapid growth, with North America's four major cloud providers' capital expenditures exceeding $113.32 billion in Q3 2025, reflecting a year-on-year increase of 78.34% [3] Group 2 - The mining ETF (561330) also showed impressive performance, with a cumulative increase of 103.32% since 2025, ranking fourth among ETFs [4] - The mining sector is characterized by a tight supply due to insufficient capital expenditure over the past decade, long development cycles for new mines, and stricter regulatory approvals [4] - The capital market in 2025 is marked by a clear trend of "technology leadership and resource resonance," indicating that both sectors will attract capital attention and present medium to long-term structural opportunities [5]
ETF涨幅亮眼！通信ETF涨幅登顶，矿业ETF排名第四
Jin Rong Jie·2025-12-31 07:57