ETF复盘资讯｜3万亿巨量成交！沪指豪取16连阳突破4100点！AI应用、军工、有色全线井喷，多只ETF连创历史新高！

Market Overview - A-shares experienced a significant rally, with the Shanghai Composite Index breaking through 4100 points, achieving a 16-day winning streak, and the Shenzhen Component Index rising over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.12 trillion yuan, marking a 322.4 billion yuan increase from the previous trading day, and surpassing the 3 trillion yuan mark for the fifth time in history [1] Key Sectors Military Industry - The military sector saw substantial gains, with the military ETF Huabao (512810) surging over 5.5% during the day and achieving a weekly increase of 13.57%, marking seven consecutive weeks of gains [3][4] - Among the 80 constituent stocks of the military ETF, 73 stocks rose, with 8 stocks increasing over 10% and several reaching historical highs [3][6] - The growth in the military sector is attributed to various catalysts, including favorable policies in the commercial aerospace sector, with predictions indicating that China's commercial aerospace industry could reach a scale of 8 trillion yuan by 2030 [6][8] Non-Ferrous Metals - The non-ferrous metals sector continued to soar, with the non-ferrous ETF Huabao (159876) rising 3.24% to reach a new historical high, supported by a net inflow of 575.6 million yuan in a single day [9][11] - The sector has seen significant interest from institutional investors, with a total net inflow of 1.94 billion yuan over the past five days [9] Artificial Intelligence - The AI application sector experienced explosive growth, with the ChiNext AI ETF (159363) reaching a new high, and several stocks, including Yidian Tianxia, hitting the daily limit of 20% [15][17] - The AI market is expected to see rapid penetration into various industries, with significant advancements in AI infrastructure and data governance anticipated in 2026 [17] Investment Opportunities - The military ETF Huabao (512810) is positioned as an efficient tool for investing in core military assets, covering themes such as commercial aerospace, controlled nuclear fusion, and military AI [8] - The non-ferrous ETF Huabao (159876) provides exposure to a wide range of metals, including copper, aluminum, and rare earths, which are expected to benefit from ongoing demand and supply constraints [11] - The ChiNext AI ETF (159363) focuses on AI applications and is expected to capture the growth in this sector effectively, with a significant portion of its portfolio allocated to leading companies in the AI space [18]