资金涌入！3天超50亿

Group 1: Semiconductor Sector Performance - The semiconductor sector showed strong performance on January 7, with multiple related ETFs rising over 7% in a single day [1][3] - The semiconductor equipment ETF from Guangfa reached a peak increase of 8% during the morning session, closing with a total market increase of 7.82% [3][4] - Several semiconductor-themed ETFs have seen a cumulative increase of over 18% in the first three trading days of 2026 [3] Group 2: Other Sector Movements - The aviation and fintech sectors experienced a pullback on January 7, with several related ETFs declining by over 2% [5][6] - The performance of various Hong Kong stocks, including automotive, brokerage, software, satellite, real estate, and oil and gas ETFs, was also weak [5] Group 3: Fund Flows into ETFs - Significant capital inflows were observed in broad-based, non-ferrous, and gold sectors, with over 10 billion yuan flowing into several ETFs from January 5 to 6 [7][8] - In the last three trading days of 2025, over 50 billion yuan was invested in non-ferrous themed ETFs, indicating strong interest in this sector [2][9] Group 4: Factors Driving Semiconductor Growth - Three core factors are driving the upward movement of the semiconductor sector: policy support for frontier technologies, technological breakthroughs reshaping demand, and a tight supply-demand balance [10] - The National Development and Reform Commission has emphasized the promotion of quantum technology and brain-machine interfaces as new economic growth engines, providing a clear development direction for the semiconductor sector [10] - The demand for AI computing power continues to rise, leading to a historical supply shortage in memory chips, which is expected to maintain a high prosperity cycle in the storage industry [10]