ETF，逼近涨停！

Group 1 - The Shanghai Composite Index surpassed 4100 points on January 9, with strong performances in sectors such as cultural media, aerospace, and software, leading to significant gains in related ETFs [1] - The Entertainment Media ETF (516190) led the market with a closing increase of over 8%, reaching a peak increase of 9.85% during the day [4] - The satellite industry ETFs also showed remarkable performance, with the Satellite Industry ETF (159218) recording daily increases of over 5% on January 8 and 9, and several satellite-themed ETFs gaining over 20% in the last five trading days [5][7] Group 2 - In the first four trading days of 2026, the materials sector attracted significant capital, with the highest net inflows recorded in color metal ETFs [10][12] - The top two ETFs by net inflow from January 5 to 8 were the Color Metal ETF (512400) and the Color Metal ETF Fund (516650), with net inflows of 30.47 billion and 24.85 billion respectively [11] - Public institutions predict that the high demand for non-ferrous metals, represented by gold, copper, and aluminum, will continue in 2026 as the global economy enters a rate-cutting cycle [9] Group 3 - The commercial aerospace sector is expected to see accelerated development in 2026, with a dense schedule of events likely to exceed expectations [6] - The commercial aerospace industry has shown strong growth momentum since late 2025, with increased frequency of commercial rocket launches and rapid deployment of large satellite constellations [13] - Investment opportunities are anticipated in the rocket supply chain and satellite payloads, as well as ground terminal support, due to the expansive market potential in the commercial aerospace sector [13]